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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 | $212,290 | $149,040+42.4% | $120,225+76.6% | $137,256+54.7% |
| Participation rate | 21.1% | 75.4%-54.4pp | 69.6%-48.5pp | 80.0%-58.9pp |
| Annual return | 54.77% | 605.68%-550.9pp | 439.23%-384.5pp | 220.34%-165.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $947 | $4,655-79.6% | $3,999-76.3% | $6,407-85.2% |
| Admin fee / account holder | $25,000 | $6,348+293.8% | $5,696+338.9% | $12,270+103.7% |