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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 | $95,261 | $68,097+39.9% | $62,929+51.4% | $137,256-30.6% |
| Participation rate | 34.8% | 77.4%-42.7pp | 73.1%-38.3pp | 80.0%-45.2pp |
| Annual return | 16.25% | 1859.11%-1842.9pp | 1063.93%-1047.7pp | 220.34%-204.1pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,066 | $4,553-32.6% | $3,888-21.1% | $6,407-52.1% |
| Admin fee / account holder | $391 | $6,521-94.0% | $5,065-92.3% | $12,270-96.8% |