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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 | $172,938 | $56,116+208.2% | $135,768+27.4% | $86,983+98.8% |
| Participation rate | 28.4% | 60.1%-31.8pp | 71.1%-42.7pp | 69.5%-41.2pp |
| Annual return | 17.96% | 125.33%-107.4pp | 526.10%-508.1pp | 25.83%-7.9pp |
| Employer contribution / active EE | $0 | $1,528-100.0% | $3,394-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,716 | $2,690+1.0% | $3,977-31.7% | $4,194-35.2% |
| Admin fee / account holder | $3,036 | $4,314-29.6% | $7,048-56.9% | $7,856-61.4% |