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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 | $230,417 | $65,555+251.5% | $86,216+167.3% | $75,173+206.5% |
| Participation rate | 61.9% | 60.5%+1.4pp | 69.0%-7.1pp | 67.2%-5.3pp |
| Annual return | 13.75% | 46.07%-32.3pp | 1169.42%-1155.7pp | 160.72%-147.0pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,912 | $3,023+62.5% | $3,986+23.2% | $4,126+19.0% |
| Admin fee / account holder | $3,797 | $5,469-30.6% | $6,853-44.6% | $5,651-32.8% |