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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 | $84,879 | $78,707+7.8% | $117,861-28.0% | $70,126+21.0% |
| Participation rate | 38.0% | 73.2%-35.2pp | 79.7%-41.6pp | 69.5%-31.5pp |
| Annual return | 18.29% | 23.30%-5.0pp | 335.11%-316.8pp | 73.15%-54.9pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,064 | $3,297-37.4% | $4,482-54.0% | $3,332-38.1% |
| Admin fee / account holder | $464 | $5,066-90.8% | $8,021-94.2% | $4,645-90.0% |