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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 | $88,579 | $60,504+46.4% | $81,882+8.2% | $74,478+18.9% |
| Participation rate | 26.5% | 62.9%-36.4pp | 72.4%-45.8pp | 67.2%-40.7pp |
| Annual return | 19.44% | 16.91%+2.5pp | 779.47%-760.0pp | 1370.56%-1351.1pp |
| Employer contribution / active EE | $0 | $2,627-100.0% | $2,916-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,700 | $3,400+8.8% | $4,323-14.4% | $4,350-14.9% |
| Admin fee / account holder | $4,747 | $1,492+218.2% | $7,360-35.5% | $1,946+144.0% |