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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 | $71,682 | $58,241+23.1% | $81,780-12.3% | $80,911-11.4% |
| Participation rate | 50.5% | 63.4%-12.9pp | 72.4%-21.8pp | 67.6%-17.1pp |
| Annual return | 18.43% | 41.73%-23.3pp | 776.27%-757.8pp | 35.63%-17.2pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $2,511 | $3,283-23.5% | $4,321-41.9% | $4,297-41.6% |
| Admin fee / account holder | $3,199 | $4,973-35.7% | $7,384-56.7% | $6,935-53.9% |