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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 | $101,477 | $85,169+19.1% | $172,755-41.3% | $72,983+39.0% |
| Participation rate | 48.8% | 70.1%-21.2pp | 82.6%-33.8pp | 69.5%-20.6pp |
| Annual return | 19.92% | 27.32%-7.4pp | 802.94%-783.0pp | 81.01%-61.1pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,459 | $3,260-24.6% | $5,198-52.7% | $3,608-31.8% |
| Admin fee / account holder | $5,208 | $5,880-11.4% | $13,955-62.7% | $5,124+1.6% |