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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 | $145,530 | $60,139+142.0% | $90,461+60.9% | $79,856+82.2% |
| Participation rate | 40.0% | 65.0%-25.0pp | 72.7%-32.7pp | 69.6%-29.6pp |
| Annual return | 13.60% | 71.96%-58.4pp | 1294.76%-1281.2pp | 31.71%-18.1pp |
| Employer contribution / active EE | $0 | $2,069-100.0% | $3,264-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $2,565 | $2,939-12.7% | $3,964-35.3% | $3,741-31.4% |
| Admin fee / account holder | $3,077 | $3,978-22.7% | $5,617-45.2% | $5,306-42.0% |