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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 | $70,187 | $54,690+28.3% | $76,030-7.7% | $74,478-5.8% |
| Participation rate | 27.5% | 60.3%-32.9pp | 69.1%-41.6pp | 67.2%-39.8pp |
| Annual return | 18.05% | 31.92%-13.9pp | 361.54%-343.5pp | 1370.56%-1352.5pp |
| Employer contribution / active EE | $0 | $1,781-100.0% | $2,688-100.0% | $2,626-100.0% |
| Participant deferral / active EE | $1,974 | $3,070-35.7% | $4,257-53.6% | $4,350-54.6% |
| Admin fee / account holder | $3,227 | $2,240+44.1% | $6,421-49.7% | $1,946+65.8% |