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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 | $64,210 | $71,192-9.8% | $117,861-45.5% | $62,293+3.1% |
| Participation rate | 51.5% | 74.2%-22.8pp | 79.7%-28.2pp | 69.5%-18.1pp |
| Annual return | 20.57% | 18.66%+1.9pp | 335.11%-314.5pp | 28.90%-8.3pp |
| Employer contribution / active EE | $0 | $1,934-100.0% | $3,786-100.0% | $2,042-100.0% |
| Participant deferral / active EE | $2,101 | $3,189-34.1% | $4,482-53.1% | $3,169-33.7% |
| Admin fee / account holder | $672 | $587+14.4% | $8,021-91.6% | $479+40.2% |