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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 | $225,197 | $76,519+194.3% | $56,025+302.0% | $145,897+54.4% |
| Participation rate | 28.6% | 63.2%-34.7pp | 52.5%-23.9pp | 80.3%-51.7pp |
| Annual return | 11.70% | 3017.03%-3005.3pp | 1712.69%-1701.0pp | 552.29%-540.6pp |
| Employer contribution / active EE | $0 | $1,383-100.0% | $1,042-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,991 | $2,624+90.2% | $1,955+155.3% | $6,689-25.4% |
| Admin fee / account holder | $11,231 | $3,331+237.2% | $2,828+297.1% | $13,390-16.1% |