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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 | $135,834 | $63,346+114.4% | $92,240+47.3% | $70,126+93.7% |
| Participation rate | 44.1% | 68.7%-24.6pp | 76.5%-32.4pp | 69.5%-25.4pp |
| Annual return | 13.64% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.5pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,153 | $2,854-24.6% | $3,897-44.7% | $3,332-35.4% |
| Admin fee / account holder | $1,073 | $3,841-72.1% | $5,194-79.4% | $4,645-76.9% |