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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 | $236,988 | $96,123+146.5% | $77,361+206.3% | $198,609+19.3% |
| Participation rate | 66.7% | 81.1%-14.5pp | 75.0%-8.3pp | 82.4%-15.7pp |
| Annual return | 15.58% | 2054.81%-2039.2pp | 1011.54%-996.0pp | 202.70%-187.1pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $2,787 | $4,975-44.0% | $3,911-28.7% | $6,977-60.1% |
| Admin fee / account holder | $391 | $9,471-95.9% | $5,894-93.4% | $19,030-97.9% |