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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 | $63,613 | $67,823-6.2% | $52,425+21.3% | $137,256-53.7% |
| Participation rate | 27.3% | 63.9%-36.6pp | 55.6%-28.4pp | 80.0%-52.7pp |
| Annual return | 15.62% | 219.11%-203.5pp | 302.12%-286.5pp | 220.34%-204.7pp |
| Employer contribution / active EE | $0 | $1,163-100.0% | $914-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,311 | $2,288+44.7% | $1,790+84.9% | $6,407-48.3% |
| Admin fee / account holder | $1,175 | $2,844-58.7% | $2,495-52.9% | $12,270-90.4% |