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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 | $147,527 | $85,766+72.0% | $136,298+8.2% | $70,126+110.4% |
| Participation rate | 41.2% | 74.2%-33.0pp | 81.9%-40.7pp | 69.5%-28.4pp |
| Annual return | 15.49% | 31.46%-16.0pp | 5156.27%-5140.8pp | 73.15%-57.7pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $6,631 | $5,051+31.3% | $6,247+6.1% | $3,332+99.0% |
| Admin fee / account holder | $3,437 | $5,421-36.6% | $9,244-62.8% | $4,645-26.0% |