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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 | $105,621 | $68,097+55.1% | $62,929+67.8% | $137,256-23.0% |
| Participation rate | 57.1% | 77.4%-20.3pp | 73.1%-16.0pp | 80.0%-22.8pp |
| Annual return | 15.42% | 1859.11%-1843.7pp | 1063.93%-1048.5pp | 220.34%-204.9pp |
| Employer contribution / active EE | $0 | $2,811-100.0% | $2,505-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,768 | $4,553-17.2% | $3,888-3.1% | $6,407-41.2% |
| Admin fee / account holder | $741 | $6,521-88.6% | $5,065-85.4% | $12,270-94.0% |