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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 | $109,239 | $85,766+27.4% | $136,298-19.9% | $70,126+55.8% |
| Participation rate | 65.0% | 74.2%-9.2pp | 81.9%-16.9pp | 69.5%-4.5pp |
| Annual return | 17.17% | 31.46%-14.3pp | 5156.27%-5139.1pp | 73.15%-56.0pp |
| Employer contribution / active EE | $0 | $2,966-100.0% | $4,696-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,493 | $5,051-30.8% | $6,247-44.1% | $3,332+4.8% |
| Admin fee / account holder | $1,876 | $5,421-65.4% | $9,244-79.7% | $4,645-59.6% |