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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 | $90,095 | $123,412-27.0% | $69,460+29.7% | $145,978-38.3% |
| Participation rate | 50.0% | 69.2%-19.2pp | 66.4%-16.4pp | 80.3%-30.3pp |
| Annual return | 12.94% | 191.25%-178.3pp | 100.80%-87.9pp | 550.52%-537.6pp |
| Employer contribution / active EE | $0 | $2,684-100.0% | $1,714-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $0 | $4,240-100.0% | $2,890-100.0% | $6,690-100.0% |
| Admin fee / account holder | $393 | $7,816-95.0% | $4,695-91.6% | $13,400-97.1% |