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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 | $73,381 | $65,566+11.9% | $86,235-14.9% | $75,177-2.4% |
| Participation rate | 67.9% | 60.5%+7.4pp | 69.0%-1.1pp | 67.2%+0.7pp |
| Annual return | 17.53% | 46.07%-28.5pp | 1170.03%-1152.5pp | 160.75%-143.2pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,381-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,463 | $3,023+80.7% | $3,987+37.0% | $4,126+32.4% |
| Admin fee / account holder | $2,633 | $5,470-51.9% | $6,856-61.6% | $5,651-53.4% |