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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 | $60,393+46.7% | $81,820+8.3% | $74,429+19.0% |
| Participation rate | 26.5% | 62.9%-36.4pp | 72.4%-45.8pp | 67.2%-40.7pp |
| Annual return | 19.44% | 16.89%+2.5pp | 777.93%-758.5pp | 1368.38%-1348.9pp |
| Employer contribution / active EE | $0 | $2,626-100.0% | $2,915-100.0% | $2,625-100.0% |
| Participant deferral / active EE | $3,700 | $3,397+8.9% | $4,323-14.4% | $4,348-14.9% |
| Admin fee / account holder | $4,747 | $1,491+218.5% | $7,391-35.8% | $1,944+144.2% |