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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 | $97,465 | $63,346+53.9% | $92,240+5.7% | $70,126+39.0% |
| Participation rate | 41.9% | 68.7%-26.7pp | 76.5%-34.5pp | 69.5%-27.6pp |
| Annual return | 20.82% | 530.19%-509.4pp | 176.29%-155.5pp | 73.15%-52.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,179 | $2,854-23.6% | $3,897-44.1% | $3,332-34.6% |
| Admin fee / account holder | $2,778 | $3,841-27.7% | $5,194-46.5% | $4,645-40.2% |