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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 | $66,217 | $84,236-21.4% | $170,435-61.1% | $70,126-5.6% |
| Participation rate | 17.9% | 70.8%-52.9pp | 83.6%-65.7pp | 69.5%-51.6pp |
| Annual return | 44.82% | 23.06%+21.8pp | 205.94%-161.1pp | 73.15%-28.3pp |
| Employer contribution / active EE | $0 | $3,387-100.0% | $5,432-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,169 | $3,086-29.7% | $4,939-56.1% | $3,332-34.9% |
| Admin fee / account holder | $1,523 | $5,698-73.3% | $13,881-89.0% | $4,645-67.2% |