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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 | $203,160 | $58,258+248.7% | $81,820+148.3% | $80,925+151.0% |
| Participation rate | 23.7% | 63.5%-39.8pp | 72.4%-48.7pp | 67.7%-44.0pp |
| Annual return | 15.73% | 41.76%-26.0pp | 777.93%-762.2pp | 35.65%-19.9pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,076 | $3,284+24.1% | $4,323-5.7% | $4,299-5.2% |
| Admin fee / account holder | $1,133 | $4,976-77.2% | $7,391-84.7% | $6,940-83.7% |