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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 | $149,457 | $106,003+41.0% | $92,236+62.0% | $147,585+1.3% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 19.71% | 50.05%-30.3pp | 176.29%-156.6pp | 578.57%-558.9pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,679-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,125 | $4,478+36.8% | $3,897+57.2% | $5,439+12.6% |
| Admin fee / account holder | $717 | $6,333-88.7% | $5,194-86.2% | $10,885-93.4% |