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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 | $208,269 | $112,121+85.8% | $95,960+117.0% | $158,966+31.0% |
| Participation rate | 33.3% | 79.0%-45.7pp | 77.1%-43.7pp | 82.0%-48.6pp |
| Annual return | 13.11% | 171.16%-158.1pp | 91.63%-78.5pp | 302.95%-289.8pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,269 | $4,784-52.6% | $4,167-45.5% | $5,983-62.1% |
| Admin fee / account holder | $4,655 | $10,135-54.1% | $6,797-31.5% | $11,250-58.6% |