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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 | $106,236 | $58,726+80.9% | $142,898-25.7% | $85,847+23.8% |
| Participation rate | 46.9% | 58.5%-11.6pp | 72.0%-25.1pp | 69.3%-22.4pp |
| Annual return | 36.55% | 27.73%+8.8pp | 5639.64%-5603.1pp | 318.61%-282.1pp |
| Employer contribution / active EE | $0 | $1,424-100.0% | $4,146-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $2,594 | $2,609-0.6% | $3,838-32.4% | $3,952-34.4% |
| Admin fee / account holder | $11,708 | $4,234+176.5% | $6,560+78.5% | $6,261+87.0% |