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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 | $129,436 | $88,702+45.9% | $81,780+58.3% | $145,978-11.3% |
| Participation rate | 66.7% | 75.0%-8.4pp | 72.4%-5.7pp | 80.3%-13.6pp |
| Annual return | 32.80% | 1029.12%-996.3pp | 776.27%-743.5pp | 550.52%-517.7pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,202 | $4,645-31.1% | $4,321-25.9% | $6,690-52.1% |
| Admin fee / account holder | $789 | $8,414-90.6% | $7,384-89.3% | $13,400-94.1% |