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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 | $122,658 | $65,555+87.1% | $86,216+42.3% | $75,173+63.2% |
| Participation rate | 35.1% | 60.5%-25.3pp | 69.0%-33.8pp | 67.2%-32.1pp |
| Annual return | 14.82% | 46.07%-31.3pp | 1169.42%-1154.6pp | 160.72%-145.9pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,795 | $3,023-40.6% | $3,986-55.0% | $4,126-56.5% |
| Admin fee / account holder | $29,073 | $5,469+431.6% | $6,853+324.2% | $5,651+414.5% |