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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 | $87,635 | $63,342+38.4% | $92,236-5.0% | $70,131+25.0% |
| Participation rate | 56.0% | 68.7%-12.7pp | 76.5%-20.5pp | 69.5%-13.5pp |
| Annual return | 16.03% | 530.15%-514.1pp | 176.29%-160.3pp | 73.14%-57.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $4,592 | $2,854+60.9% | $3,897+17.8% | $3,332+37.8% |
| Admin fee / account holder | $2,561 | $3,840-33.3% | $5,194-50.7% | $4,645-44.9% |