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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 | $14,967 | $52,353-71.4% | $120,225-87.6% | $82,448-81.8% |
| Participation rate | 62.3% | 58.3%+4.0pp | 69.6%-7.3pp | 68.1%-5.7pp |
| Annual return | 15.83% | 61.85%-46.0pp | 439.23%-423.4pp | 41.64%-25.8pp |
| Employer contribution / active EE | $0 | $1,510-100.0% | $3,475-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,376 | $2,627-47.6% | $3,999-65.6% | $4,139-66.8% |
| Admin fee / account holder | $3,768 | $4,363-13.6% | $5,696-33.9% | $7,234-47.9% |