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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 | $76,300 | $47,105+62.0% | $68,368+11.6% | $67,986+12.2% |
| Participation rate | 24.6% | 51.8%-27.2pp | 73.8%-49.1pp | 57.2%-32.6pp |
| Annual return | 21.82% | 48.37%-26.6pp | 292.57%-270.8pp | 31.67%-9.8pp |
| Employer contribution / active EE | $0 | $1,859-100.0% | $2,649-100.0% | $2,019-100.0% |
| Participant deferral / active EE | $1,735 | $2,374-26.9% | $4,123-57.9% | $3,358-48.3% |
| Admin fee / account holder | $1,543 | $2,435-36.6% | $5,150-70.0% | $3,203-51.8% |