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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 | $109,647 | $76,634+43.1% | $56,054+95.6% | $145,978-24.9% |
| Participation rate | 33.3% | 63.2%-29.9pp | 52.5%-19.1pp | 80.3%-47.0pp |
| Annual return | 9.05% | 3004.33%-2995.3pp | 1705.95%-1696.9pp | 550.52%-541.5pp |
| Employer contribution / active EE | $0 | $1,380-100.0% | $1,039-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,980 | $2,622+166.2% | $1,952+257.5% | $6,690+4.3% |
| Admin fee / account holder | $435 | $3,321-86.9% | $2,822-84.6% | $13,400-96.8% |