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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 | $96,813 | $49,891+94.0% | $80,607+20.1% | $75,181+28.8% |
| Participation rate | 41.5% | 55.3%-13.8pp | 67.0%-25.5pp | 67.2%-25.7pp |
| Annual return | 15.38% | 34.67%-19.3pp | 936.11%-920.7pp | 160.69%-145.3pp |
| Employer contribution / active EE | $0 | $1,698-100.0% | $2,724-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,902 | $2,991-3.0% | $4,448-34.7% | $4,126-29.7% |
| Admin fee / account holder | $1,104 | $3,578-69.1% | $5,379-79.5% | $5,650-80.5% |