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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 | $51,184+40.0% | $66,439+7.9% | $86,983-17.6% |
| Participation rate | 32.1% | 68.5%-36.4pp | 74.5%-42.4pp | 69.5%-37.5pp |
| Annual return | 15.79% | 17.07%-1.3pp | 757.66%-741.9pp | 25.83%-10.0pp |
| Employer contribution / active EE | $0 | $2,023-100.0% | $2,637-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $2,085 | $2,927-28.8% | $3,876-46.2% | $4,194-50.3% |
| Admin fee / account holder | $12,228 | $4,154+194.3% | $6,173+98.1% | $7,856+55.6% |