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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 | $159,927 | $81,763+95.6% | $58,561+173.1% | $139,466+14.7% |
| Participation rate | 39.1% | 61.3%-22.2pp | 50.9%-11.7pp | 80.3%-41.2pp |
| Annual return | 12.98% | 7427.77%-7414.8pp | 4251.33%-4238.3pp | 373.66%-360.7pp |
| Employer contribution / active EE | $0 | $1,398-100.0% | $1,053-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,861 | $2,555+90.3% | $1,923+152.8% | $6,712-27.6% |
| Admin fee / account holder | $1,689 | $3,273-48.4% | $2,520-33.0% | $11,409-85.2% |