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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 | $77,762 | $49,896+55.8% | $80,627-3.6% | $75,173+3.4% |
| Participation rate | 33.3% | 55.3%-22.0pp | 67.0%-33.7pp | 67.2%-33.9pp |
| Annual return | 23.21% | 34.67%-11.5pp | 936.76%-913.6pp | 160.72%-137.5pp |
| Employer contribution / active EE | $0 | $1,699-100.0% | $2,723-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $1,577 | $2,992-47.3% | $4,443-64.5% | $4,126-61.8% |
| Admin fee / account holder | $1,954 | $3,578-45.4% | $5,381-63.7% | $5,651-65.4% |