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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 | $72,446+136.5% | $67,561+153.5% | $145,877+17.4% |
| Participation rate | 56.5% | 76.9%-20.3pp | 72.9%-16.4pp | 80.3%-23.8pp |
| Annual return | 22.79% | 7211.98%-7189.2pp | 3525.44%-3502.6pp | 551.28%-528.5pp |
| Employer contribution / active EE | $0 | $3,072-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,189 | $4,785+29.3% | $4,003+54.6% | $6,691-7.5% |
| Admin fee / account holder | $4,898 | $5,541-11.6% | $4,006+22.3% | $13,402-63.5% |