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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 | $91,282 | $89,367+2.1% | $141,191-35.3% | $72,975+25.1% |
| Participation rate | 42.3% | 75.1%-32.8pp | 82.5%-40.2pp | 69.5%-27.2pp |
| Annual return | 20.96% | 111.87%-90.9pp | 71.41%-50.4pp | 81.01%-60.1pp |
| Employer contribution / active EE | $0 | $3,115-100.0% | $4,736-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,731 | $5,419-49.6% | $6,710-59.3% | $3,608-24.3% |
| Admin fee / account holder | $705 | $5,957-88.2% | $10,264-93.1% | $5,124-86.2% |