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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 | $142,872 | $50,554+182.6% | $67,681+111.1% | $87,485+63.3% |
| Participation rate | 8.3% | 67.7%-59.4pp | 73.7%-65.4pp | 68.9%-60.6pp |
| Annual return | 11.56% | 17.81%-6.3pp | 590.58%-579.0pp | 26.06%-14.5pp |
| Employer contribution / active EE | $0 | $1,988-100.0% | $2,678-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $1,622 | $2,961-45.2% | $3,976-59.2% | $4,274-62.0% |
| Admin fee / account holder | $19,612 | $4,132+374.6% | $6,100+221.5% | $7,775+152.3% |