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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 | $164,299 | $111,785+47.0% | $93,669+75.4% | $145,877+12.6% |
| Participation rate | 36.8% | 74.2%-37.4pp | 68.7%-31.9pp | 80.3%-43.5pp |
| Annual return | 14.76% | 203.79%-189.0pp | 133.59%-118.8pp | 551.28%-536.5pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,964 | $4,919-39.7% | $4,416-32.9% | $6,691-55.7% |
| Admin fee / account holder | $4,808 | $10,256-53.1% | $8,291-42.0% | $13,402-64.1% |