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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 | $89,649 | $34,316+161.2% | $74,723+20.0% | $72,976+22.8% |
| Participation rate | 38.8% | 42.4%-3.6pp | 54.5%-15.7pp | 69.5%-30.7pp |
| Annual return | 23.49% | 26.58%-3.1pp | 753.18%-729.7pp | 81.02%-57.5pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $4,332 | $1,272+240.7% | $1,962+120.9% | $3,608+20.1% |
| Admin fee / account holder | $2,976 | $2,125+40.1% | $3,335-10.8% | $5,124-41.9% |