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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 | $87,294 | $49,164+77.6% | $121,169-28.0% | $75,181+16.1% |
| Participation rate | 35.1% | 55.4%-20.4pp | 69.5%-34.5pp | 67.2%-32.1pp |
| Annual return | 16.51% | 56.03%-39.5pp | 986.71%-970.2pp | 160.69%-144.2pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $2,577 | $2,628-1.9% | $4,083-36.9% | $4,126-37.5% |
| Admin fee / account holder | $1,170 | $3,942-70.3% | $5,645-79.3% | $5,650-79.3% |