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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 | $139,144 | $124,187+12.0% | $108,410+28.3% | $167,518-16.9% |
| Participation rate | 60.0% | 82.3%-22.3pp | 80.1%-20.1pp | 82.1%-22.1pp |
| Annual return | 13.39% | 1379.80%-1366.4pp | 905.34%-892.0pp | 478.71%-465.3pp |
| Employer contribution / active EE | $0 | $4,187-100.0% | $3,558-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $7,008 | $6,908+1.5% | $6,562+6.8% | $6,342+10.5% |
| Admin fee / account holder | $7,760 | $9,456-17.9% | $7,296+6.4% | $12,312-37.0% |