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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 | $178,090 | $157,304+13.2% | $141,197+26.1% | $152,909+16.5% |
| Participation rate | 33.3% | 84.8%-51.5pp | 82.5%-49.1pp | 82.5%-49.1pp |
| Annual return | 32.59% | 64.34%-31.7pp | 71.41%-38.8pp | 345.46%-312.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,271 | $7,111-54.0% | $6,710-51.2% | $5,851-44.1% |
| Admin fee / account holder | $64,158 | $12,126+429.1% | $10,265+525.0% | $11,601+453.0% |