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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 | $124,692 | $111,785+11.5% | $93,669+33.1% | $145,877-14.5% |
| Participation rate | 47.4% | 74.2%-26.9pp | 68.7%-21.4pp | 80.3%-32.9pp |
| Annual return | 37.42% | 203.79%-166.4pp | 133.59%-96.2pp | 551.28%-513.9pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,416 | $4,919-10.2% | $4,4160% | $6,691-34.0% |
| Admin fee / account holder | $24,259 | $10,256+136.5% | $8,291+192.6% | $13,402+81.0% |