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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 | $84,777 | $80,812+4.9% | $160,784-47.3% | $82,448+2.8% |
| Participation rate | 42.4% | 66.2%-23.9pp | 77.0%-34.6pp | 68.1%-25.7pp |
| Annual return | 18.01% | 100.59%-82.6pp | 1803.92%-1785.9pp | 41.64%-23.6pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $3,640 | $4,335-16.0% | $6,293-42.2% | $4,139-12.1% |
| Admin fee / account holder | $3,680 | $7,695-52.2% | $9,717-62.1% | $7,234-49.1% |