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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 | $180,975 | $85,766+111.0% | $136,297+32.8% | $70,124+158.1% |
| Participation rate | 40.0% | 74.2%-34.2pp | 81.9%-41.9pp | 69.5%-29.5pp |
| Annual return | 23.00% | 31.45%-8.5pp | 5156.19%-5133.2pp | 73.14%-50.1pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,069 | $5,051-39.2% | $6,247-50.9% | $3,332-7.9% |
| Admin fee / account holder | $14,632 | $5,420+169.9% | $9,244+58.3% | $4,645+215.0% |