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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 | $183,036 | $102,385+78.8% | $147,080+24.4% | $80,935+126.2% |
| Participation rate | 40.0% | 75.9%-35.9pp | 82.2%-42.2pp | 67.7%-27.7pp |
| Annual return | 17.10% | 135.09%-118.0pp | 420.17%-403.1pp | 35.66%-18.6pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,950 | $6,651-10.5% | $8,066-26.2% | $4,299+38.4% |
| Admin fee / account holder | $1,558 | $7,951-80.4% | $12,989-88.0% | $6,924-77.5% |