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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 | $136,185 | $106,008+28.5% | $92,240+47.6% | $147,586-7.7% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 14.06% | 50.05%-36.0pp | 176.29%-162.2pp | 578.59%-564.5pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,376 | $4,478-69.3% | $3,897-64.7% | $5,439-74.7% |
| Admin fee / account holder | $5,727 | $6,333-9.6% | $5,194+10.3% | $10,886-47.4% |