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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 | $180,949 | $88,754+103.9% | $81,820+121.2% | $145,877+24.0% |
| Participation rate | 36.4% | 75.1%-38.7pp | 72.4%-36.0pp | 80.3%-43.9pp |
| Annual return | 10.65% | 1031.77%-1021.1pp | 777.93%-767.3pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,085-100.0% | $2,915-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,584 | $4,648-65.9% | $4,323-63.4% | $6,691-76.3% |
| Admin fee / account holder | $579 | $8,424-93.1% | $7,391-92.2% | $13,402-95.7% |