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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 | $81,391 | $68,412+19.0% | $94,679-14.0% | $75,181+8.3% |
| Participation rate | 38.0% | 76.1%-38.1pp | 80.8%-42.8pp | 67.2%-29.2pp |
| Annual return | 17.74% | 616.91%-599.2pp | 156.75%-139.0pp | 160.69%-142.9pp |
| Employer contribution / active EE | $0 | $2,701-100.0% | $3,673-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $4,469 | $6,537-31.6% | $7,417-39.8% | $4,126+8.3% |
| Admin fee / account holder | $4,046 | $5,326-24.0% | $7,233-44.1% | $5,650-28.4% |