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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 | $126,841 | $106,008+19.7% | $92,240+37.5% | $147,586-14.1% |
| Participation rate | 66.7% | 80.4%-13.7pp | 76.5%-9.8pp | 82.8%-16.2pp |
| Annual return | 18.25% | 50.05%-31.8pp | 176.29%-158.0pp | 578.59%-560.3pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,828 | $4,478-14.5% | $3,897-1.8% | $5,439-29.6% |
| Admin fee / account holder | $611 | $6,333-90.3% | $5,194-88.2% | $10,886-94.4% |