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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 | $48,011+31.9% | $63,803-0.8% | $82,637-23.4% |
| Participation rate | 68.2% | 66.6%+1.6pp | 72.7%-4.5pp | 68.1%+0.1pp |
| Annual return | 15.64% | 19.84%-4.2pp | 543.72%-528.1pp | 53.51%-37.9pp |
| Employer contribution / active EE | $0 | $1,904-100.0% | $2,532-100.0% | $2,552-100.0% |
| Participant deferral / active EE | $1,843 | $2,846-35.3% | $3,843-52.1% | $4,126-55.3% |
| Admin fee / account holder | $629 | $3,873-83.8% | $5,196-87.9% | $7,339-91.4% |