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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 | $70,884 | $69,118+2.6% | $53,647+32.1% | $138,895-49.0% |
| Participation rate | 5.6% | 64.0%-58.4pp | 56.3%-50.7pp | 79.9%-74.4pp |
| Annual return | 16.94% | 248.26%-231.3pp | 358.33%-341.4pp | 145.39%-128.5pp |
| Employer contribution / active EE | $0 | $1,189-100.0% | $962-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $881 | $2,274-61.3% | $1,813-51.4% | $6,396-86.2% |
| Admin fee / account holder | $3,559 | $2,724+30.7% | $2,460+44.7% | $12,562-71.7% |