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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 | $194,549 | $88,815+119.0% | $81,882+137.6% | $145,897+33.3% |
| Participation rate | 64.3% | 75.1%-10.8pp | 72.4%-8.1pp | 80.3%-16.0pp |
| Annual return | 17.50% | 1033.75%-1016.3pp | 779.47%-762.0pp | 552.29%-534.8pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,995 | $4,647+93.6% | $4,323+108.1% | $6,689+34.5% |
| Admin fee / account holder | $4,151 | $8,434-50.8% | $7,360-43.6% | $13,390-69.0% |