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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 | $133,639 | $56,431+136.8% | $130,788+2.2% | $87,485+52.8% |
| Participation rate | 9.7% | 58.9%-49.3pp | 70.1%-60.4pp | 68.9%-59.3pp |
| Annual return | 18.89% | 91.27%-72.4pp | 386.44%-367.6pp | 26.06%-7.2pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,022 | $2,749-62.8% | $4,137-75.3% | $4,274-76.1% |
| Admin fee / account holder | $4,320 | $4,433-2.5% | $6,673-35.3% | $7,775-44.4% |