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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 | $105,268 | $30,437+245.9% | $56,033+87.9% | $74,459+41.4% |
| Participation rate | 24.5% | 32.9%-8.3pp | 52.5%-28.0pp | 67.2%-42.7pp |
| Annual return | 24.63% | 24.96%-0.3pp | 1711.38%-1686.7pp | 1369.70%-1345.1pp |
| Employer contribution / active EE | $0 | $610-100.0% | $1,041-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,154 | $1,176-1.8% | $1,954-40.9% | $4,350-73.5% |
| Admin fee / account holder | $6,231 | $2,363+163.7% | $2,827+120.4% | $1,945+220.4% |