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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 | $99,102 | $65,575+51.1% | $86,209+15.0% | $75,181+31.8% |
| Participation rate | 21.7% | 60.5%-38.7pp | 69.0%-47.2pp | 67.2%-45.5pp |
| Annual return | 15.68% | 46.07%-30.4pp | 1169.05%-1153.4pp | 160.69%-145.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,123 | $3,023-29.8% | $3,986-46.7% | $4,126-48.5% |
| Admin fee / account holder | $1,134 | $5,470-79.3% | $6,853-83.4% | $5,650-79.9% |