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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 | $115,492 | $85,171+35.6% | $172,752-33.1% | $72,975+58.3% |
| Participation rate | 22.2% | 70.1%-47.8pp | 82.6%-60.4pp | 69.5%-47.3pp |
| Annual return | 19.02% | 27.32%-8.3pp | 802.97%-783.9pp | 81.01%-62.0pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,095 | $3,260-35.7% | $5,198-59.7% | $3,608-41.9% |
| Admin fee / account holder | $1,636 | $5,880-72.2% | $13,955-88.3% | $5,124-68.1% |