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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 | $171,898 | $49,199+249.4% | $121,204+41.8% | $75,173+128.7% |
| Participation rate | 17.3% | 55.4%-38.1pp | 69.5%-52.2pp | 67.2%-49.9pp |
| Annual return | 18.12% | 56.04%-37.9pp | 987.18%-969.1pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $1,547-100.0% | $4,170-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,477 | $2,630-43.8% | $4,083-63.8% | $4,126-64.2% |
| Admin fee / account holder | $19,187 | $3,946+386.2% | $5,651+239.5% | $5,651+239.6% |