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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 | $71,666 | $48,011+49.3% | $63,803+12.3% | $82,637-13.3% |
| Participation rate | 32.1% | 66.6%-34.5pp | 72.7%-40.7pp | 68.1%-36.0pp |
| Annual return | 15.79% | 19.84%-4.1pp | 543.72%-527.9pp | 53.51%-37.7pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $2,085 | $2,846-26.7% | $3,843-45.7% | $4,126-49.5% |
| Admin fee / account holder | $12,228 | $3,873+215.7% | $5,196+135.3% | $7,339+66.6% |