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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 | $204,877 | $100,060+104.8% | $149,721+36.8% | $70,126+192.2% |
| Participation rate | 69.2% | 83.6%-14.4pp | 87.1%-17.8pp | 69.5%-0.3pp |
| Annual return | 13.50% | 27.46%-14.0pp | 1501.67%-1488.2pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $3,661-100.0% | $5,444-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $4,107 | $4,982-17.6% | $6,568-37.5% | $3,332+23.3% |
| Admin fee / account holder | $1,330 | $8,285-84.0% | $11,282-88.2% | $4,645-71.4% |