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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 | $87,298 | $65,555+33.2% | $86,216+1.3% | $75,173+16.1% |
| Participation rate | 46.4% | 60.5%-14.1pp | 69.0%-22.5pp | 67.2%-20.8pp |
| Annual return | 14.99% | 46.07%-31.1pp | 1169.42%-1154.4pp | 160.72%-145.7pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,576 | $3,023-14.8% | $3,986-35.4% | $4,126-37.6% |
| Admin fee / account holder | $1,184 | $5,469-78.3% | $6,853-82.7% | $5,651-79.0% |