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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 | $90,669 | $56,197+61.3% | $67,652+34.0% | $59,633+52.0% |
| Participation rate | 51.7% | 71.5%-19.8pp | 75.7%-24.0pp | 68.7%-17.0pp |
| Annual return | 2.02% | 18508.10%-18506.1pp | 6625.40%-6623.4pp | 2041.45%-2039.4pp |
| Employer contribution / active EE | $0 | $1,615-100.0% | $2,266-100.0% | $2,203-100.0% |
| Participant deferral / active EE | $2,932 | $2,844+3.1% | $3,560-17.6% | $3,192-8.1% |
| Admin fee / account holder | $14,495 | $3,958+266.2% | $4,821+200.7% | $4,297+237.3% |