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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 | $105,656 | $63,346+66.8% | $92,239+14.5% | $70,124+50.7% |
| Participation rate | 38.5% | 68.7%-30.2pp | 76.5%-38.0pp | 69.5%-31.1pp |
| Annual return | 29.01% | 530.19%-501.2pp | 176.29%-147.3pp | 73.14%-44.1pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $1,595 | $2,854-44.1% | $3,897-59.1% | $3,332-52.1% |
| Admin fee / account holder | $314 | $3,841-91.8% | $5,194-94.0% | $4,645-93.2% |