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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 | $202,758 | $80,812+150.9% | $160,784+26.1% | $82,448+145.9% |
| Participation rate | 37.5% | 66.2%-28.7pp | 77.0%-39.5pp | 68.1%-30.6pp |
| Annual return | 13.38% | 100.59%-87.2pp | 1803.92%-1790.5pp | 41.64%-28.3pp |
| Employer contribution / active EE | $1,171 | $2,174-46.1% | $3,733-68.6% | $2,551-54.1% |
| Participant deferral / active EE | $2,361 | $4,335-45.5% | $6,293-62.5% | $4,139-43.0% |
| Admin fee / account holder | $12,979 | $7,695+68.7% | $9,717+33.6% | $7,234+79.4% |