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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 | $115,403 | $110,551+4.4% | $80,741+42.9% | $167,536-31.1% |
| Participation rate | 63.6% | 64.0%-0.3pp | 54.2%+9.5pp | 82.1%-18.5pp |
| Annual return | 16.87% | 120.57%-103.7pp | 87.30%-70.4pp | 478.82%-461.9pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,357 | $2,870+121.5% | $2,145+196.3% | $6,342+0.2% |
| Admin fee / account holder | $5,914 | $4,547+30.1% | $3,380+75.0% | $12,315-52.0% |