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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 | $52,363 | $102,609-49.0% | $98,090-46.6% | $138,895-62.3% |
| Participation rate | 20.0% | 82.8%-62.8pp | 81.5%-61.5pp | 79.9%-59.9pp |
| Annual return | 194.13% | 36.44%+157.7pp | 37.05%+157.1pp | 145.39%+48.7pp |
| Employer contribution / active EE | $0 | $3,867-100.0% | $3,606-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,998 | $8,167-51.0% | $7,845-49.0% | $6,396-37.5% |
| Admin fee / account holder | $49,429 | $11,434+332.3% | $11,815+318.4% | $12,562+293.5% |