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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 | $170,695 | $65,434+160.9% | $98,483+73.3% | $85,847+98.8% |
| Participation rate | 43.2% | 65.0%-21.8pp | 73.3%-30.2pp | 69.3%-26.1pp |
| Annual return | 18.90% | 21.75%-2.9pp | 1494.38%-1475.5pp | 318.61%-299.7pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,870 | $3,168-9.4% | $4,276-32.9% | $3,952-27.4% |
| Admin fee / account holder | $565 | $4,595-87.7% | $5,953-90.5% | $6,261-91.0% |