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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 | $121,571 | $63,342+91.9% | $92,236+31.8% | $70,131+73.3% |
| Participation rate | 61.9% | 68.7%-6.8pp | 76.5%-14.6pp | 69.5%-7.6pp |
| Annual return | 23.52% | 530.15%-506.6pp | 176.29%-152.8pp | 73.14%-49.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $3,871 | $2,854+35.7% | $3,897-0.7% | $3,332+16.2% |
| Admin fee / account holder | $1,801 | $3,840-53.1% | $5,194-65.3% | $4,645-61.2% |