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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 | $97,364 | $53,837+80.8% | $75,714+28.6% | $85,847+13.4% |
| Participation rate | 30.9% | 69.1%-38.2pp | 74.8%-44.0pp | 69.3%-38.5pp |
| Annual return | 13.30% | 24.54%-11.2pp | 104.62%-91.3pp | 318.61%-305.3pp |
| Employer contribution / active EE | $0 | $2,017-100.0% | $2,744-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,658 | $2,895-42.7% | $3,820-56.6% | $3,952-58.0% |
| Admin fee / account holder | $742 | $3,339-77.8% | $3,619-79.5% | $6,261-88.1% |