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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 | $102,664 | $91,086+12.7% | $203,872-49.6% | $86,983+18.0% |
| Participation rate | 44.8% | 65.8%-21.0pp | 77.8%-33.0pp | 69.5%-24.8pp |
| Annual return | 15.07% | 22.30%-7.2pp | 85.11%-70.0pp | 25.83%-10.8pp |
| Employer contribution / active EE | $0 | $2,063-100.0% | $3,757-100.0% | $2,584-100.0% |
| Participant deferral / active EE | $1,595 | $4,019-60.3% | $6,388-75.0% | $4,194-62.0% |
| Admin fee / account holder | $1,633 | $8,987-81.8% | $11,730-86.1% | $7,856-79.2% |