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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 | $175,766 | $102,385+71.7% | $147,080+19.5% | $80,935+117.2% |
| Participation rate | 51.3% | 75.9%-24.6pp | 82.2%-30.9pp | 67.7%-16.4pp |
| Annual return | 19.62% | 135.09%-115.5pp | 420.17%-400.5pp | 35.66%-16.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,246 | $6,651+54.1% | $8,066+27.0% | $4,299+138.3% |
| Admin fee / account holder | $11,313 | $7,951+42.3% | $12,989-12.9% | $6,924+63.4% |