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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 | $146,103 | $27,943+422.9% | $58,507+149.7% | $75,177+94.3% |
| Participation rate | 36.7% | 38.8%-2.2pp | 50.9%-14.2pp | 67.2%-30.5pp |
| Annual return | 18.70% | 44.22%-25.5pp | 4252.32%-4233.6pp | 160.75%-142.1pp |
| Employer contribution / active EE | $0 | $670-100.0% | $1,053-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $7,443 | $1,202+519.3% | $1,922+287.2% | $4,126+80.4% |
| Admin fee / account holder | $2,530 | $1,727+46.5% | $2,486+1.8% | $5,651-55.2% |