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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 | $70,581 | $63,346+11.4% | $92,240-23.5% | $70,126+0.6% |
| Participation rate | 57.7% | 68.7%-11.0pp | 76.5%-18.8pp | 69.5%-11.8pp |
| Annual return | 14.03% | 530.19%-516.2pp | 176.29%-162.3pp | 73.15%-59.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $1,817 | $2,854-36.3% | $3,897-53.4% | $3,332-45.5% |
| Admin fee / account holder | $8,225 | $3,841+114.1% | $5,194+58.3% | $4,645+77.0% |