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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 | $149,185 | $118,877+25.5% | $96,570+54.5% | $167,536-11.0% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.8%-19.8pp | 82.1%-32.1pp |
| Annual return | 17.71% | 50.50%-32.8pp | 37.79%-20.1pp | 478.82%-461.1pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,966 | $4,617-14.1% | $3,849+3.0% | $6,342-37.5% |
| Admin fee / account holder | $653 | $8,069-91.9% | $6,182-89.4% | $12,315-94.7% |