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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 | $75,463 | $63,346+19.1% | $92,240-18.2% | $70,126+7.6% |
| Participation rate | 41.2% | 68.7%-27.5pp | 76.5%-35.3pp | 69.5%-28.4pp |
| Annual return | 24.15% | 530.19%-506.0pp | 176.29%-152.1pp | 73.15%-49.0pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,721 | $2,854-4.6% | $3,897-30.2% | $3,332-18.3% |
| Admin fee / account holder | $3,153 | $3,841-17.9% | $5,194-39.3% | $4,645-32.1% |