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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 | $97,287 | $58,311+66.8% | $81,882+18.8% | $80,959+20.2% |
| Participation rate | 19.4% | 63.5%-44.0pp | 72.4%-52.9pp | 67.7%-48.2pp |
| Annual return | 19.78% | 41.85%-22.1pp | 779.47%-759.7pp | 35.67%-15.9pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,367 | $3,287-28.0% | $4,323-45.3% | $4,300-45.0% |
| Admin fee / account holder | $8,299 | $4,752+74.6% | $7,360+12.8% | $6,925+19.8% |