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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 | $200,406 | $180,466+11.0% | $154,114+30.0% | $135,382+48.0% |
| Participation rate | 60.0% | 87.4%-27.4pp | 83.0%-23.0pp | 82.6%-22.6pp |
| Annual return | -4.68% | 888.15%-892.8pp | 735.16%-739.8pp | 519.77%-524.4pp |
| Employer contribution / active EE | $3,512 | $6,035-41.8% | $5,298-33.7% | $4,779-26.5% |
| Participant deferral / active EE | $10,332 | $5,806+77.9% | $5,081+103.4% | $5,609+84.2% |
| Admin fee / account holder | $4,951 | $16,144-69.3% | $13,411-63.1% | $10,829-54.3% |