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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 | $96,341 | $106,923-9.9% | $84,023+14.7% | $152,909-37.0% |
| Participation rate | 35.0% | 75.3%-40.3pp | 69.0%-34.0pp | 82.5%-47.5pp |
| Annual return | 20.60% | 105.02%-84.4pp | 71.32%-50.7pp | 345.46%-324.9pp |
| Employer contribution / active EE | $0 | $2,735-100.0% | $1,984-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,276 | $4,013+6.5% | $3,239+32.0% | $5,851-26.9% |
| Admin fee / account holder | $415 | $8,289-95.0% | $6,102-93.2% | $11,601-96.4% |