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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 | $96,323 | $43,730+120.3% | $66,674+44.5% | $64,097+50.3% |
| Participation rate | 0.0% | 50.7%-50.7pp | 73.7%-73.7pp | 55.2%-55.2pp |
| Annual return | 13.66% | 53.62%-40.0pp | 321.24%-307.6pp | 34.64%-21.0pp |
| Employer contribution / active EE | $966 | $1,673-42.3% | $2,620-63.1% | $1,891-48.9% |
| Participant deferral / active EE | $1,255 | $2,122-40.9% | $4,084-69.3% | $3,080-59.3% |
| Admin fee / account holder | $8,677 | $2,708+220.5% | $5,098+70.2% | $3,454+151.2% |