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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 | $90,637 | $63,342+43.1% | $92,236-1.7% | $70,131+29.2% |
| Participation rate | 24.1% | 68.7%-44.6pp | 76.5%-52.4pp | 69.5%-45.5pp |
| Annual return | 19.11% | 530.15%-511.0pp | 176.29%-157.2pp | 73.14%-54.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,630 | $2,854-42.9% | $3,897-58.2% | $3,332-51.1% |
| Admin fee / account holder | $847 | $3,840-77.9% | $5,194-83.7% | $4,645-81.8% |