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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 | $222,825 | $138,072+61.4% | $123,549+80.4% | $135,382+64.6% |
| Participation rate | 66.7% | 84.7%-18.1pp | 82.3%-15.6pp | 82.6%-16.0pp |
| Annual return | -3.53% | 153.69%-157.2pp | 119.20%-122.7pp | 519.77%-523.3pp |
| Employer contribution / active EE | $2,938 | $5,152-43.0% | $4,628-36.5% | $4,779-38.5% |
| Participant deferral / active EE | $6,980 | $6,799+2.7% | $6,426+8.6% | $5,609+24.5% |
| Admin fee / account holder | $24,158 | $10,917+121.3% | $9,284+160.2% | $10,829+123.1% |