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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 | $63,324 | $47,479+33.4% | $62,929+0.6% | $82,448-23.2% |
| Participation rate | 68.2% | 66.9%+1.3pp | 73.1%-4.9pp | 68.1%+0.1pp |
| Annual return | 15.64% | 20.34%-4.7pp | 1063.93%-1048.3pp | 41.64%-26.0pp |
| Employer contribution / active EE | $0 | $1,885-100.0% | $2,505-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $1,843 | $2,870-35.8% | $3,888-52.6% | $4,139-55.5% |
| Admin fee / account holder | $629 | $3,804-83.5% | $5,065-87.6% | $7,234-91.3% |