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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 | $88,224 | $56,431+56.3% | $130,788-32.5% | $87,485+0.8% |
| Participation rate | 28.3% | 58.9%-30.6pp | 70.1%-41.8pp | 68.9%-40.6pp |
| Annual return | 14.09% | 91.27%-77.2pp | 386.44%-372.4pp | 26.06%-12.0pp |
| Employer contribution / active EE | $0 | $1,549-100.0% | $3,558-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,054 | $2,749-25.3% | $4,137-50.4% | $4,274-51.9% |
| Admin fee / account holder | $645 | $4,433-85.4% | $6,673-90.3% | $7,775-91.7% |