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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 | $142,051 | $57,305+147.9% | $86,640+64.0% | $75,173+89.0% |
| Participation rate | 45.0% | 63.2%-18.2pp | 71.7%-26.7pp | 67.2%-22.2pp |
| Annual return | 17.09% | 2674.24%-2657.1pp | 592.52%-575.4pp | 160.72%-143.6pp |
| Employer contribution / active EE | $0 | $2,316-100.0% | $3,024-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,523 | $3,320+6.1% | $4,438-20.6% | $4,126-14.6% |
| Admin fee / account holder | $15,076 | $4,116+266.3% | $5,616+168.5% | $5,651+166.8% |