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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 | $137,763 | $96,643+42.5% | $86,617+59.0% | $139,456-1.2% |
| Participation rate | 66.7% | 74.4%-7.7pp | 71.7%-5.0pp | 80.3%-13.7pp |
| Annual return | 22.67% | 106.57%-83.9pp | 591.91%-569.2pp | 373.45%-350.8pp |
| Employer contribution / active EE | $0 | $3,264-100.0% | $3,023-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $5,045 | $4,835+4.3% | $4,437+13.7% | $6,711-24.8% |
| Admin fee / account holder | $623 | $6,406-90.3% | $5,613-88.9% | $11,407-94.5% |