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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 | $79,444 | $58,241+36.4% | $81,780-2.9% | $80,911-1.8% |
| Participation rate | 51.7% | 63.4%-11.7pp | 72.4%-20.6pp | 67.6%-15.9pp |
| Annual return | 11.67% | 41.73%-30.1pp | 776.27%-764.6pp | 35.63%-24.0pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,869 | $3,283-43.1% | $4,321-56.8% | $4,297-56.5% |
| Admin fee / account holder | $905 | $4,973-81.8% | $7,384-87.7% | $6,935-87.0% |