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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 | $162,333 | $107,941+50.4% | $91,994+76.5% | $152,897+6.2% |
| Participation rate | 33.3% | 81.2%-47.9pp | 78.6%-45.3pp | 82.5%-49.1pp |
| Annual return | 23.75% | 89.28%-65.5pp | 69.04%-45.3pp | 345.43%-321.7pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $5,750 | $6,366-9.7% | $5,924-2.9% | $5,851-1.7% |
| Admin fee / account holder | $4,419 | $10,521-58.0% | $7,744-42.9% | $11,599-61.9% |