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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 | $147,295 | $106,008+38.9% | $92,240+59.7% | $147,586-0.2% |
| Participation rate | 50.0% | 80.4%-30.4pp | 76.5%-26.5pp | 82.8%-32.8pp |
| Annual return | 14.61% | 50.05%-35.4pp | 176.29%-161.7pp | 578.59%-564.0pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,108 | $4,478+36.4% | $3,897+56.7% | $5,439+12.3% |
| Admin fee / account holder | $3,243 | $6,333-48.8% | $5,194-37.6% | $10,886-70.2% |