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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 | $104,196 | $65,434+59.2% | $98,483+5.8% | $85,847+21.4% |
| Participation rate | 51.5% | 65.0%-13.5pp | 73.3%-21.8pp | 69.3%-17.8pp |
| Annual return | 15.12% | 21.75%-6.6pp | 1494.38%-1479.3pp | 318.61%-303.5pp |
| Employer contribution / active EE | $0 | $2,169-100.0% | $2,961-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $4,478 | $3,168+41.4% | $4,276+4.7% | $3,952+13.3% |
| Admin fee / account holder | $3,121 | $4,595-32.1% | $5,953-47.6% | $6,261-50.2% |