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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 | $196,171 | $138,075+42.1% | $123,552+58.8% | $135,379+44.9% |
| Participation rate | 65.0% | 84.7%-19.7pp | 82.3%-17.3pp | 82.6%-17.6pp |
| Annual return | -0.26% | 153.70%-154.0pp | 119.20%-119.5pp | 519.79%-520.1pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $8,755 | $6,800+28.8% | $6,426+36.2% | $5,609+56.1% |
| Admin fee / account holder | $15,615 | $10,917+43.0% | $9,285+68.2% | $10,828+44.2% |