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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 | $134,539 | $65,555+105.2% | $86,216+56.0% | $75,173+79.0% |
| Participation rate | 45.5% | 60.5%-15.0pp | 69.0%-23.5pp | 67.2%-21.7pp |
| Annual return | 16.11% | 46.07%-30.0pp | 1169.42%-1153.3pp | 160.72%-144.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,157 | $3,023-28.7% | $3,986-45.9% | $4,126-47.7% |
| Admin fee / account holder | $14,860 | $5,469+171.7% | $6,853+116.8% | $5,651+163.0% |