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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 | $161,080 | $90,691+77.6% | $76,119+111.6% | $145,884+10.4% |
| Participation rate | 20.0% | 74.5%-54.5pp | 69.1%-49.1pp | 80.3%-60.3pp |
| Annual return | 8.93% | 624.52%-615.6pp | 361.25%-352.3pp | 551.85%-542.9pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,706 | $5,167-67.0% | $4,259-59.9% | $6,690-74.5% |
| Admin fee / account holder | $16,368 | $8,383+95.3% | $6,421+154.9% | $13,392+22.2% |