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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 | $121,757 | $157,296-22.6% | $141,191-13.8% | $152,897-20.4% |
| Participation rate | 50.0% | 84.8%-34.8pp | 82.5%-32.5pp | 82.5%-32.5pp |
| Annual return | 489.22% | 64.34%+424.9pp | 71.41%+417.8pp | 345.43%+143.8pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,984 | $7,111-15.8% | $6,710-10.8% | $5,851+2.3% |
| Admin fee / account holder | $429 | $12,125-96.5% | $10,264-95.8% | $11,599-96.3% |