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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 | $151,415 | $102,422+47.8% | $147,117+2.9% | $80,959+87.0% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 16.76% | 135.16%-118.4pp | 420.54%-403.8pp | 35.67%-18.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,636 | $6,652-60.4% | $8,065-67.3% | $4,300-38.7% |
| Admin fee / account holder | $16,736 | $7,953+110.4% | $12,993+28.8% | $6,925+141.7% |