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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 | $207,485 | $60,139+245.0% | $90,461+129.4% | $79,856+159.8% |
| Participation rate | 15.4% | 65.0%-49.6pp | 72.7%-57.3pp | 69.6%-54.3pp |
| Annual return | 12.26% | 71.96%-59.7pp | 1294.76%-1282.5pp | 31.71%-19.4pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,392 | $2,939-52.6% | $3,964-64.9% | $3,741-62.8% |
| Admin fee / account holder | $20,300 | $3,978+410.3% | $5,617+261.4% | $5,306+282.6% |