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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 | $77,346 | $58,828+31.5% | $78,002-0.8% | $62,881+23.0% |
| Participation rate | 53.8% | 71.1%-17.2pp | 75.5%-21.7pp | 69.3%-15.5pp |
| Annual return | 10.62% | 17.16%-6.5pp | 425.99%-415.4pp | 20.14%-9.5pp |
| Employer contribution / active EE | $0 | $1,672-100.0% | $2,470-100.0% | $2,281-100.0% |
| Participant deferral / active EE | $2,368 | $2,686-11.8% | $3,497-32.3% | $3,203-26.1% |
| Admin fee / account holder | $2,707 | $4,393-38.4% | $5,481-50.6% | $4,296-37.0% |