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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 | $103,209 | $80,812+27.7% | $160,784-35.8% | $82,448+25.2% |
| Participation rate | 35.5% | 66.2%-30.8pp | 77.0%-41.5pp | 68.1%-32.6pp |
| Annual return | 15.49% | 100.59%-85.1pp | 1803.92%-1788.4pp | 41.64%-26.1pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,284 | $4,335-1.2% | $6,293-31.9% | $4,139+3.5% |
| Admin fee / account holder | $884 | $7,695-88.5% | $9,717-90.9% | $7,234-87.8% |