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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 | $90,153 | $34,316+162.7% | $74,722+20.7% | $72,975+23.5% |
| Participation rate | 11.9% | 42.4%-30.5pp | 54.5%-42.6pp | 69.5%-57.6pp |
| Annual return | 21.32% | 26.58%-5.3pp | 753.11%-731.8pp | 81.01%-59.7pp |
| Employer contribution / active EE | $0 | $692-100.0% | $1,084-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $902 | $1,272-29.0% | $1,963-54.0% | $3,608-75.0% |
| Admin fee / account holder | $12,074 | $2,125+468.2% | $3,335+262.1% | $5,124+135.6% |