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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 | $111,046 | $59,448+86.8% | $93,696+18.5% | $74,459+49.1% |
| Participation rate | 35.1% | 59.6%-24.5pp | 68.7%-33.6pp | 67.2%-32.1pp |
| Annual return | 15.34% | 82.11%-66.8pp | 133.74%-118.4pp | 1369.70%-1354.4pp |
| Employer contribution / active EE | $0 | $1,266-100.0% | $2,422-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $3,448 | $3,052+13.0% | $4,417-21.9% | $4,350-20.7% |
| Admin fee / account holder | $1,947 | $3,027-35.7% | $8,287-76.5% | $1,945+0.1% |