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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 | $183,035 | $56,134+226.1% | $96,192+90.3% | $85,851+113.2% |
| Participation rate | 52.8% | 56.7%-3.9pp | 68.4%-15.7pp | 69.3%-16.5pp |
| Annual return | 19.64% | 42.30%-22.7pp | 192.09%-172.5pp | 318.63%-299.0pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,969 | $2,858-31.1% | $4,351-54.7% | $3,952-50.2% |
| Admin fee / account holder | $23,336 | $3,769+519.1% | $5,539+321.3% | $6,261+272.7% |