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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 | $82,505 | $34,316+140.4% | $74,723+10.4% | $72,976+13.1% |
| Participation rate | 45.3% | 42.4%+2.9pp | 54.5%-9.1pp | 69.5%-24.2pp |
| Annual return | 18.43% | 26.58%-8.1pp | 753.18%-734.7pp | 81.02%-62.6pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $1,996 | $1,272+56.9% | $1,962+1.8% | $3,608-44.7% |
| Admin fee / account holder | $1,004 | $2,125-52.8% | $3,335-69.9% | $5,124-80.4% |