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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 | $157,149 | $51,642+204.3% | $129,384+21.5% | $80,935+94.2% |
| Participation rate | 26.8% | 56.9%-30.1pp | 69.6%-42.8pp | 67.7%-40.8pp |
| Annual return | 16.24% | 20.78%-4.5pp | 9461.77%-9445.5pp | 35.66%-19.4pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $938 | $2,670-64.9% | $4,166-77.5% | $4,299-78.2% |
| Admin fee / account holder | $12,297 | $4,312+185.2% | $7,686+60.0% | $6,924+77.6% |