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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 | $66,313 | $48,327+37.2% | $67,575-1.9% | $80,935-18.1% |
| Participation rate | 24.1% | 66.4%-42.3pp | 72.9%-48.8pp | 67.7%-43.5pp |
| Annual return | 22.21% | 18.31%+3.9pp | 3528.98%-3506.8pp | 35.66%-13.5pp |
| Employer contribution / active EE | $0 | $2,022-100.0% | $2,736-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $2,942 | $2,927+0.5% | $4,003-26.5% | $4,299-31.6% |
| Admin fee / account holder | $364 | $3,692-90.1% | $3,993-90.9% | $6,924-94.7% |