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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 | $116,278 | $58,275+99.5% | $81,844+42.1% | $80,935+43.7% |
| Participation rate | 56.0% | 63.5%-7.5pp | 72.4%-16.4pp | 67.7%-11.7pp |
| Annual return | 24.32% | 41.82%-17.5pp | 778.87%-754.5pp | 35.66%-11.3pp |
| Employer contribution / active EE | $0 | $2,346-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,241 | $3,285-31.8% | $4,323-48.2% | $4,299-47.9% |
| Admin fee / account holder | $498 | $4,749-89.5% | $7,355-93.2% | $6,924-92.8% |