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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 | $158,375 | $85,171+85.9% | $172,753-8.3% | $72,976+117.0% |
| Participation rate | 45.6% | 70.1%-24.5pp | 82.6%-37.1pp | 69.5%-23.9pp |
| Annual return | 21.31% | 27.32%-6.0pp | 803.00%-781.7pp | 81.02%-59.7pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,003 | $3,260-7.9% | $5,198-42.2% | $3,608-16.8% |
| Admin fee / account holder | $23,428 | $5,880+298.4% | $13,956+67.9% | $5,124+357.2% |