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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 | $178,222 | $67,823+162.8% | $52,425+240.0% | $137,256+29.8% |
| Participation rate | 20.0% | 63.9%-43.9pp | 55.6%-35.6pp | 80.0%-60.0pp |
| Annual return | 36.48% | 219.11%-182.6pp | 302.12%-265.6pp | 220.34%-183.9pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,715 | $2,288+149.8% | $1,790+219.2% | $6,407-10.8% |
| Admin fee / account holder | $2,287 | $2,844-19.6% | $2,495-8.3% | $12,270-81.4% |