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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 | $248,641 | $90,590+174.5% | $90,782+173.9% | $135,379+83.7% |
| Participation rate | 22.2% | 83.7%-61.5pp | 82.7%-60.4pp | 82.6%-60.4pp |
| Annual return | 449.19% | -3.40%+452.6pp | -3.42%+452.6pp | 519.79%-70.6pp |
| Employer contribution / active EE | $0 | $4,352-100.0% | $4,105-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $3,582 | $5,407-33.7% | $5,366-33.2% | $5,609-36.1% |
| Admin fee / account holder | $5,921 | $7,683-22.9% | $5,908+0.2% | $10,828-45.3% |