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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 | $192,327 | $114,130+68.5% | $96,192+99.9% | $167,553+14.8% |
| Participation rate | 40.0% | 75.1%-35.1pp | 68.4%-28.4pp | 82.1%-42.1pp |
| Annual return | 12.31% | 190.07%-177.8pp | 192.09%-179.8pp | 478.89%-466.6pp |
| Employer contribution / active EE | $0 | $3,431-100.0% | $2,799-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,415 | $5,198+23.4% | $4,351+47.4% | $6,343+1.1% |
| Admin fee / account holder | $7,471 | $6,901+8.2% | $5,539+34.9% | $12,316-39.3% |