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Participation rate is below 70% (account-balance holders / active employees) - enrollment or auto-enroll opportunity.
Administrative expenses exceed $300 per participant per year - possible fee-review opportunity. (Recordkeeping / audit / legal; excludes investment management.)
Fidelity bond coverage is below the ERISA section 412 10%-of-assets minimum (capped at $500,000).
| Metric | This plan | Peer set | Industry | Size |
|---|---|---|---|---|
| Avg account balance | $173,146 | $90,607+91.1% | $79,467+117.9% | $135,380+27.9% |
| Participation rate | 40.0% | 76.0%-36.0pp | 73.3%-33.3pp | 82.6%-42.6pp |
| Annual return | -6.04% | 977.74%-983.8pp | 718.30%-724.3pp | 519.81%-525.8pp |
| Employer contribution / active EE | $1,262 | $3,068-58.9% | $2,800-54.9% | $4,779-73.6% |
| Participant deferral / active EE | $6,274 | $4,050+54.9% | $3,704+69.4% | $5,609+11.9% |
| Admin fee / account holder | $1,877 | $5,895-68.2% | $5,104-63.2% | $10,828-82.7% |