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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 | $87,187 | $78,707+10.8% | $117,861-26.0% | $70,126+24.3% |
| Participation rate | 55.0% | 73.2%-18.2pp | 79.7%-24.7pp | 69.5%-14.5pp |
| Annual return | 16.52% | 23.30%-6.8pp | 335.11%-318.6pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,223-100.0% | $3,786-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $2,080 | $3,297-36.9% | $4,482-53.6% | $3,332-37.6% |
| Admin fee / account holder | $558 | $5,066-89.0% | $8,021-93.0% | $4,645-88.0% |