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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 | $133,639 | $53,063+151.8% | $124,206+7.6% | $82,637+61.7% |
| Participation rate | 9.7% | 58.4%-48.7pp | 69.6%-59.9pp | 68.1%-58.4pp |
| Annual return | 18.89% | 68.87%-50.0pp | 515.27%-496.4pp | 53.51%-34.6pp |
| Employer contribution / active EE | $0 | $1,530-100.0% | $3,540-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,022 | $2,644-61.4% | $3,968-74.2% | $4,126-75.2% |
| Admin fee / account holder | $4,320 | $4,281+0.9% | $5,929-27.1% | $7,339-41.1% |