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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 | $67,823+4.5% | $52,425+35.2% | $137,256-48.4% |
| Participation rate | 5.6% | 63.9%-58.4pp | 55.6%-50.1pp | 80.0%-74.4pp |
| Annual return | 16.94% | 219.11%-202.2pp | 302.12%-285.2pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $881 | $2,288-61.5% | $1,790-50.8% | $6,407-86.3% |
| Admin fee / account holder | $3,559 | $2,844+25.1% | $2,495+42.7% | $12,270-71.0% |