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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 | $203,531 | $114,093+78.4% | $96,171+111.6% | $167,536+21.5% |
| Participation rate | 66.7% | 75.1%-8.4pp | 68.4%-1.8pp | 82.1%-15.4pp |
| Annual return | 19.87% | 190.00%-170.1pp | 192.04%-172.2pp | 478.82%-458.9pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $8,488 | $5,197+63.3% | $4,350+95.1% | $6,342+33.8% |
| Admin fee / account holder | $7,417 | $6,899+7.5% | $5,538+33.9% | $12,315-39.8% |