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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 | $171,300 | $72,426+136.5% | $67,560+153.6% | $145,897+17.4% |
| Participation rate | 56.5% | 76.9%-20.4pp | 72.9%-16.4pp | 80.3%-23.8pp |
| Annual return | 22.79% | 7226.78%-7204.0pp | 3533.50%-3510.7pp | 552.29%-529.5pp |
| Employer contribution / active EE | $0 | $3,074-100.0% | $2,737-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,189 | $4,785+29.3% | $4,004+54.6% | $6,689-7.5% |
| Admin fee / account holder | $4,898 | $5,514-11.2% | $3,994+22.6% | $13,390-63.4% |