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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 | $169,853 | $111,814+51.9% | $93,654+81.4% | $145,959+16.4% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 20.11% | 203.30%-183.2pp | 133.34%-113.2pp | 561.95%-541.8pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,687 | $4,914-45.3% | $4,413-39.1% | $6,689-59.8% |
| Admin fee / account holder | $1,333 | $10,246-87.0% | $8,282-83.9% | $13,398-90.0% |