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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 | $139,065 | $102,393+35.8% | $147,041-5.4% | $80,911+71.9% |
| Participation rate | 63.5% | 75.9%-12.4pp | 82.2%-18.7pp | 67.6%-4.2pp |
| Annual return | 35.09% | 134.95%-99.9pp | 419.21%-384.1pp | 35.63%-0.5pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $11,804 | $6,647+77.6% | $8,071+46.2% | $4,297+174.7% |
| Admin fee / account holder | $10,057 | $7,943+26.6% | $13,006-22.7% | $6,935+45.0% |