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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 | $145,743 | $114,073+27.8% | $96,161+51.6% | $167,518-13.0% |
| Participation rate | 69.2% | 75.1%-5.8pp | 68.4%+0.8pp | 82.1%-12.9pp |
| Annual return | 12.66% | 189.95%-177.3pp | 192.01%-179.3pp | 478.71%-466.0pp |
| Employer contribution / active EE | $0 | $3,428-100.0% | $2,798-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $6,018 | $5,195+15.8% | $4,349+38.4% | $6,342-5.1% |
| Admin fee / account holder | $3,033 | $6,899-56.0% | $5,538-45.2% | $12,312-75.4% |