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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 | $174,744 | $112,112+55.9% | $95,956+82.1% | $158,950+9.9% |
| Participation rate | 55.0% | 79.0%-24.0pp | 77.1%-22.1pp | 82.0%-27.0pp |
| Annual return | 8.65% | 171.15%-162.5pp | 91.63%-83.0pp | 302.91%-294.3pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,166 | $4,784+8.0% | $4,167+24.0% | $5,983-13.6% |
| Admin fee / account holder | $3,524 | $10,134-65.2% | $6,797-48.2% | $11,248-68.7% |