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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 | $70,420 | $60,119+17.1% | $90,430-22.1% | $79,858-11.8% |
| Participation rate | 28.1% | 65.0%-36.9pp | 72.7%-44.6pp | 69.6%-41.5pp |
| Annual return | 14.42% | 71.94%-57.5pp | 1293.73%-1279.3pp | 31.72%-17.3pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,039 | $2,938-64.6% | $3,963-73.8% | $3,740-72.2% |
| Admin fee / account holder | $1,021 | $3,976-74.3% | $5,613-81.8% | $5,306-80.8% |