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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 | $162,916 | $85,766+90.0% | $136,298+19.5% | $70,126+132.3% |
| Participation rate | 40.5% | 74.2%-33.6pp | 81.9%-41.4pp | 69.5%-29.0pp |
| Annual return | 16.59% | 31.46%-14.9pp | 5156.27%-5139.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,003 | $5,051-1.0% | $6,247-19.9% | $3,332+50.2% |
| Admin fee / account holder | $32,982 | $5,421+508.4% | $9,244+256.8% | $4,645+610.0% |