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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 | $108,301 | $65,423+65.5% | $98,477+10.0% | $85,856+26.1% |
| Participation rate | 21.4% | 65.0%-43.6pp | 73.3%-51.9pp | 69.3%-47.9pp |
| Annual return | 14.10% | 21.76%-7.7pp | 1493.59%-1479.5pp | 318.58%-304.5pp |
| Employer contribution / active EE | $0 | $2,168-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,169 | $3,167-63.1% | $4,276-72.7% | $3,952-70.4% |
| Admin fee / account holder | $31,096 | $4,594+576.9% | $5,951+422.5% | $6,261+396.7% |