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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 | $77,838 | $63,861+21.9% | $104,639-25.6% | $79,856-2.5% |
| Participation rate | 27.9% | 64.9%-37.0pp | 74.1%-46.2pp | 69.6%-41.7pp |
| Annual return | 12.07% | 21.30%-9.2pp | 340.67%-328.6pp | 31.71%-19.6pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,682-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,452 | $2,693-46.1% | $3,738-61.2% | $3,741-61.2% |
| Admin fee / account holder | $9,577 | $4,185+128.9% | $6,465+48.1% | $5,306+80.5% |