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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 | $163,616 | $102,393+59.8% | $147,041+11.3% | $80,911+102.2% |
| Participation rate | 6.7% | 75.9%-69.2pp | 82.2%-75.5pp | 67.6%-61.0pp |
| Annual return | 18.66% | 134.95%-116.3pp | 419.21%-400.6pp | 35.63%-17.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $5,763 | $6,647-13.3% | $8,071-28.6% | $4,297+34.1% |
| Admin fee / account holder | $732,361 | $7,943+9119.7% | $13,006+5530.9% | $6,935+10460.9% |