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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 | $83,570 | $67,823+23.2% | $52,425+59.4% | $137,256-39.1% |
| Participation rate | 66.7% | 63.9%+2.8pp | 55.6%+11.0pp | 80.0%-13.3pp |
| Annual return | 14.35% | 219.11%-204.8pp | 302.12%-287.8pp | 220.34%-206.0pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,497 | $2,288+140.3% | $1,790+207.0% | $6,407-14.2% |
| Admin fee / account holder | $1,126 | $2,844-60.4% | $2,495-54.9% | $12,270-90.8% |