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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 | $82,058 | $60,139+36.4% | $90,461-9.3% | $79,856+2.8% |
| Participation rate | 43.6% | 65.0%-21.4pp | 72.7%-29.1pp | 69.6%-26.1pp |
| Annual return | 11.95% | 71.96%-60.0pp | 1294.76%-1282.8pp | 31.71%-19.8pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,713 | $2,939+60.4% | $3,964+18.9% | $3,741+26.0% |
| Admin fee / account holder | $2,812 | $3,978-29.3% | $5,617-49.9% | $5,306-47.0% |