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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 | $119,730 | $58,927+103.2% | $76,823+55.9% | $72,983+64.1% |
| Participation rate | 60.6% | 67.3%-6.7pp | 72.1%-11.5pp | 69.5%-8.9pp |
| Annual return | 24.08% | 2305.64%-2281.6pp | 1166.42%-1142.3pp | 81.01%-56.9pp |
| Employer contribution / active EE | $0 | $1,787-100.0% | $2,302-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $2,496 | $2,690-7.2% | $3,336-25.2% | $3,608-30.8% |
| Admin fee / account holder | $4,305 | $4,013+7.3% | $6,422-33.0% | $5,124-16.0% |