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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 | $58,311+79.4% | $81,882+27.8% | $80,959+29.2% |
| Participation rate | 19.5% | 63.5%-44.0pp | 72.4%-52.9pp | 67.7%-48.2pp |
| Annual return | 12.00% | 41.85%-29.8pp | 779.47%-767.5pp | 35.67%-23.7pp |
| Employer contribution / active EE | $0 | $2,347-100.0% | $2,916-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $1,363 | $3,287-58.5% | $4,323-68.5% | $4,300-68.3% |
| Admin fee / account holder | $1,157 | $4,752-75.7% | $7,360-84.3% | $6,925-83.3% |