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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 | $93,021 | $60,128+54.7% | $90,440+2.9% | $79,852+16.5% |
| Participation rate | 48.0% | 65.0%-17.0pp | 72.7%-24.7pp | 69.6%-21.6pp |
| Annual return | 15.96% | 71.95%-56.0pp | 1294.38%-1278.4pp | 31.72%-15.8pp |
| Employer contribution / active EE | $1,073 | $2,068-48.1% | $3,263-67.1% | $2,471-56.6% |
| Participant deferral / active EE | $2,852 | $2,939-2.9% | $3,964-28.0% | $3,740-23.7% |
| Admin fee / account holder | $14,076 | $3,977+253.9% | $5,615+150.7% | $5,306+165.3% |