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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 | $81,131 | $61,125+32.7% | $94,057-13.7% | $87,485-7.3% |
| Participation rate | 27.6% | 64.1%-36.5pp | 73.3%-45.8pp | 68.9%-41.3pp |
| Annual return | 59.90% | 35.20%+24.7pp | 480.62%-420.7pp | 26.06%+33.8pp |
| Employer contribution / active EE | $0 | $2,136-100.0% | $2,933-100.0% | $2,596-100.0% |
| Participant deferral / active EE | $2,765 | $3,260-15.2% | $4,709-41.3% | $4,274-35.3% |
| Admin fee / account holder | $7,745 | $5,629+37.6% | $7,244+6.9% | $7,775-0.4% |