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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 | $95,907 | $106,005-9.5% | $92,239+4.0% | $147,585-35.0% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 11.60% | 50.05%-38.4pp | 176.29%-164.7pp | 578.58%-567.0pp |
| Employer contribution / active EE | $10,006 | $4,333+130.9% | $3,680+171.9% | $4,876+105.2% |
| Participant deferral / active EE | $0 | $4,478-100.0% | $3,897-100.0% | $5,439-100.0% |
| Admin fee / account holder | $215,399 | $6,333+3301.3% | $5,194+4047.1% | $10,886+1878.8% |