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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 | $133,448 | $49,976+167.0% | $66,674+100.2% | $82,637+61.5% |
| Participation rate | 33.3% | 63.1%-29.8pp | 73.7%-40.3pp | 68.1%-34.7pp |
| Annual return | 16.26% | 39.09%-22.8pp | 321.24%-305.0pp | 53.51%-37.2pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,620-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,130 | $2,847-25.2% | $4,084-47.8% | $4,126-48.4% |
| Admin fee / account holder | $22,275 | $4,594+384.9% | $5,098+336.9% | $7,339+203.5% |