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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 | $87,794 | $68,398+28.4% | $94,664-7.3% | $75,173+16.8% |
| Participation rate | 54.3% | 76.1%-21.8pp | 80.8%-26.5pp | 67.2%-12.9pp |
| Annual return | 20.50% | 616.72%-596.2pp | 156.84%-136.3pp | 160.72%-140.2pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,968 | $6,537-39.3% | $7,417-46.5% | $4,126-3.8% |
| Admin fee / account holder | $10,159 | $5,324+90.8% | $7,222+40.7% | $5,651+79.8% |