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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 | $168,084 | $57,330+193.2% | $86,656+94.0% | $75,177+123.6% |
| Participation rate | 41.7% | 63.2%-21.5pp | 71.7%-30.0pp | 67.2%-25.5pp |
| Annual return | 18.85% | 2675.40%-2656.6pp | 593.09%-574.2pp | 160.75%-141.9pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,025-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,137 | $3,320-5.5% | $4,439-29.3% | $4,126-24.0% |
| Admin fee / account holder | $31,073 | $4,115+655.1% | $5,619+453.0% | $5,651+449.8% |