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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 | $104,617 | $58,258+79.6% | $81,820+27.9% | $80,925+29.3% |
| Participation rate | 19.5% | 63.5%-44.0pp | 72.4%-52.9pp | 67.7%-48.1pp |
| Annual return | 12.00% | 41.76%-29.8pp | 777.93%-765.9pp | 35.65%-23.6pp |
| Employer contribution / active EE | $0 | $2,345-100.0% | $2,915-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,363 | $3,284-58.5% | $4,323-68.5% | $4,299-68.3% |
| Admin fee / account holder | $1,157 | $4,976-76.7% | $7,391-84.3% | $6,940-83.3% |