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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 | $110,821 | $52,353+111.7% | $120,225-7.8% | $82,448+34.4% |
| Participation rate | 36.2% | 58.3%-22.1pp | 69.6%-33.4pp | 68.1%-31.9pp |
| Annual return | 17.58% | 61.85%-44.3pp | 439.23%-421.6pp | 41.64%-24.1pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,106 | $2,627-19.8% | $3,999-47.3% | $4,139-49.1% |
| Admin fee / account holder | $1,058 | $4,363-75.8% | $5,696-81.4% | $7,234-85.4% |