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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 | $123,963 | $58,391+112.3% | $76,657+61.7% | $72,975+69.9% |
| Participation rate | 27.3% | 67.4%-40.1pp | 72.1%-44.8pp | 69.5%-42.2pp |
| Annual return | 18.82% | 2306.65%-2287.8pp | 1166.74%-1147.9pp | 81.01%-62.2pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,303-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,993 | $2,690-25.9% | $3,335-40.2% | $3,608-44.7% |
| Admin fee / account holder | $28,575 | $4,014+611.8% | $6,423+344.9% | $5,124+457.7% |