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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 | $148,156 | $51,642+186.9% | $129,384+14.5% | $80,935+83.1% |
| Participation rate | 44.7% | 56.9%-12.2pp | 69.6%-25.0pp | 67.7%-23.0pp |
| Annual return | 13.42% | 20.78%-7.4pp | 9461.77%-9448.4pp | 35.66%-22.2pp |
| Employer contribution / active EE | $0 | $1,583-100.0% | $4,153-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $5,403 | $2,670+102.4% | $4,166+29.7% | $4,299+25.7% |
| Admin fee / account holder | $20,750 | $4,312+381.3% | $7,686+170.0% | $6,924+199.7% |