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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 | $79,284 | $40,275+96.9% | $57,356+38.2% | $59,633+33.0% |
| Participation rate | 3.1% | 69.1%-66.0pp | 75.1%-72.0pp | 68.7%-65.5pp |
| Annual return | 46.17% | 27.52%+18.6pp | 24.41%+21.8pp | 2041.45%-1995.3pp |
| Employer contribution / active EE | $0 | $1,921-100.0% | $2,689-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $683 | $2,400-71.5% | $3,162-78.4% | $3,192-78.6% |
| Admin fee / account holder | $1,211 | $2,820-57.1% | $3,357-63.9% | $4,297-71.8% |