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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 | $90,959 | $80,812+12.6% | $160,784-43.4% | $82,448+10.3% |
| Participation rate | 54.3% | 66.2%-11.9pp | 77.0%-22.6pp | 68.1%-13.7pp |
| Annual return | 14.32% | 100.59%-86.3pp | 1803.92%-1789.6pp | 41.64%-27.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,741 | $4,335-13.7% | $6,293-40.6% | $4,139-9.6% |
| Admin fee / account holder | $1,002 | $7,695-87.0% | $9,717-89.7% | $7,234-86.1% |