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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 | $130,087 | $73,518+76.9% | $63,003+106.5% | $147,585-11.9% |
| Participation rate | 11.1% | 77.9%-66.8pp | 74.8%-63.7pp | 82.8%-71.7pp |
| Annual return | 17.39% | 175.46%-158.1pp | 87.59%-70.2pp | 578.57%-561.2pp |
| Employer contribution / active EE | $0 | $3,322-100.0% | $2,760-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $1,032 | $4,183-75.3% | $3,329-69.0% | $5,439-81.0% |
| Admin fee / account holder | $13,188 | $5,952+121.6% | $3,600+266.3% | $10,885+21.2% |