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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 | $231,029 | $138,102+67.3% | $125,381+84.3% | $134,532+71.7% |
| Participation rate | 60.0% | 84.5%-24.5pp | 82.4%-22.4pp | 81.2%-21.2pp |
| Annual return | -15.71% | 750.73%-766.4pp | 572.31%-588.0pp | 418.27%-434.0pp |
| Employer contribution / active EE | $2,568 | $5,245-51.0% | $4,815-46.7% | $4,741-45.8% |
| Participant deferral / active EE | $8,396 | $7,801+7.6% | $7,448+12.7% | $6,401+31.2% |
| Admin fee / account holder | $3,846 | $11,568-66.8% | $10,007-61.6% | $11,429-66.3% |