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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 | $182,211 | $102,382+78.0% | $147,005+23.9% | $80,874+125.3% |
| Participation rate | 48.3% | 75.8%-27.6pp | 82.2%-33.9pp | 67.6%-19.4pp |
| Annual return | 13.72% | 134.89%-121.2pp | 418.76%-405.0pp | 35.62%-21.9pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $4,437 | $6,646-33.2% | $8,070-45.0% | $4,297+3.3% |
| Admin fee / account holder | $5,489 | $7,942-30.9% | $13,006-57.8% | $6,935-20.9% |