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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 | $83,133 | $60,128+38.3% | $90,440-8.1% | $79,852+4.1% |
| Participation rate | 22.5% | 65.0%-42.5pp | 72.7%-50.2pp | 69.6%-47.1pp |
| Annual return | 12.84% | 71.95%-59.1pp | 1294.38%-1281.5pp | 31.72%-18.9pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,263-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,378 | $2,939-53.1% | $3,964-65.2% | $3,740-63.1% |
| Admin fee / account holder | $11,737 | $3,977+195.1% | $5,615+109.0% | $5,306+121.2% |