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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 | $238,281 | $92,684+157.1% | $82,706+188.1% | $134,509+77.1% |
| Participation rate | 66.7% | 75.2%-8.5pp | 72.6%-5.9pp | 81.2%-14.6pp |
| Annual return | -6.03% | 945.84%-951.9pp | 701.76%-707.8pp | 418.13%-424.2pp |
| Employer contribution / active EE | $0 | $3,272-100.0% | $3,007-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $4,485 | $4,800-6.6% | $4,394+2.1% | $6,400-29.9% |
| Admin fee / account holder | $2,449 | $5,982-59.1% | $5,329-54.0% | $11,427-78.6% |