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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 | $76,368+210.3% | $67,681+250.2% | $154,746+53.1% |
| Participation rate | 66.7% | 79.0%-12.3pp | 73.7%-7.1pp | 80.7%-14.0pp |
| Annual return | 15.58% | 1066.77%-1051.2pp | 590.58%-575.0pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $3,151-100.0% | $2,678-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,787 | $4,824-42.2% | $3,976-29.9% | $6,730-58.6% |
| Admin fee / account holder | $391 | $8,559-95.4% | $6,100-93.6% | $14,365-97.3% |