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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 | $102,664 | $80,812+27.0% | $160,784-36.1% | $82,448+24.5% |
| Participation rate | 44.8% | 66.2%-21.4pp | 77.0%-32.2pp | 68.1%-23.3pp |
| Annual return | 15.07% | 100.59%-85.5pp | 1803.92%-1788.9pp | 41.64%-26.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,595 | $4,335-63.2% | $6,293-74.6% | $4,139-61.5% |
| Admin fee / account holder | $1,633 | $7,695-78.8% | $9,717-83.2% | $7,234-77.4% |