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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 | $169,120 | $85,171+98.6% | $172,753-2.1% | $72,976+131.7% |
| Participation rate | 9.4% | 70.1%-60.7pp | 82.6%-73.3pp | 69.5%-60.1pp |
| Annual return | 25.11% | 27.32%-2.2pp | 803.00%-777.9pp | 81.02%-55.9pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $0 | $3,260-100.0% | $5,198-100.0% | $3,608-100.0% |
| Admin fee / account holder | $1,668 | $5,880-71.6% | $13,956-88.1% | $5,124-67.5% |