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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 | $175,544 | $88,778+97.7% | $81,844+114.5% | $145,884+20.3% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 30.59% | 1033.03%-1002.4pp | 778.87%-748.3pp | 551.85%-521.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,056 | $4,648-34.2% | $4,323-29.3% | $6,690-54.3% |
| Admin fee / account holder | $6,401 | $8,430-24.1% | $7,355-13.0% | $13,392-52.2% |