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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 | $183,354 | $80,812+126.9% | $160,784+14.0% | $82,448+122.4% |
| Participation rate | 26.5% | 66.2%-39.8pp | 77.0%-50.5pp | 68.1%-41.6pp |
| Annual return | 15.79% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,177 | $4,335-3.7% | $6,293-33.6% | $4,139+0.9% |
| Admin fee / account holder | $8,960 | $7,695+16.4% | $9,717-7.8% | $7,234+23.8% |