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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 | $224,027 | $65,566+241.7% | $86,235+159.8% | $75,177+198.0% |
| Participation rate | 46.7% | 60.5%-13.8pp | 69.0%-22.3pp | 67.2%-20.5pp |
| Annual return | 15.56% | 46.07%-30.5pp | 1170.03%-1154.5pp | 160.75%-145.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,371 | $3,023+11.5% | $3,987-15.4% | $4,126-18.3% |
| Admin fee / account holder | $21,648 | $5,470+295.8% | $6,856+215.8% | $5,651+283.1% |