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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 | $58,241+79.6% | $81,780+27.9% | $80,911+29.3% |
| Participation rate | 19.5% | 63.4%-43.9pp | 72.4%-52.8pp | 67.6%-48.1pp |
| Annual return | 12.00% | 41.73%-29.7pp | 776.27%-764.3pp | 35.63%-23.6pp |
| Employer contribution / active EE | $0 | $2,343-100.0% | $2,914-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $1,363 | $3,283-58.5% | $4,321-68.4% | $4,297-68.3% |
| Admin fee / account holder | $1,157 | $4,973-76.7% | $7,384-84.3% | $6,935-83.3% |