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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 | $88,136 | $63,346+39.1% | $92,239-4.4% | $70,124+25.7% |
| Participation rate | 34.3% | 68.7%-34.4pp | 76.5%-42.2pp | 69.5%-35.3pp |
| Annual return | 20.23% | 530.19%-510.0pp | 176.29%-156.1pp | 73.14%-52.9pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,159 | $2,854+10.7% | $3,897-18.9% | $3,332-5.2% |
| Admin fee / account holder | $315 | $3,841-91.8% | $5,194-93.9% | $4,645-93.2% |