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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 | $155,989 | $102,422+52.3% | $147,117+6.0% | $80,959+92.7% |
| Participation rate | 50.0% | 75.9%-25.9pp | 82.2%-32.2pp | 67.7%-17.7pp |
| Annual return | 20.79% | 135.16%-114.4pp | 420.54%-399.7pp | 35.67%-14.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $6,031 | $6,652-9.3% | $8,065-25.2% | $4,300+40.2% |
| Admin fee / account holder | $8,670 | $7,953+9.0% | $12,993-33.3% | $6,925+25.2% |