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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 | $81,710 | $43,133+89.4% | $89,414-8.6% | $73,493+11.2% |
| Participation rate | 25.9% | 55.0%-29.0pp | 68.0%-42.0pp | 70.7%-44.7pp |
| Annual return | 14.02% | 135.66%-121.6pp | 245.50%-231.5pp | 28.51%-14.5pp |
| Employer contribution / active EE | $0 | $1,438-100.0% | $2,586-100.0% | $2,270-100.0% |
| Participant deferral / active EE | $1,184 | $2,445-51.5% | $3,890-69.5% | $3,740-68.3% |
| Admin fee / account holder | $1,054 | $444+137.6% | $4,883-78.4% | $513+105.5% |