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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 | $52,793 | $80,812-34.7% | $160,784-67.2% | $82,448-36.0% |
| Participation rate | 69.5% | 66.2%+3.2pp | 77.0%-7.5pp | 68.1%+1.4pp |
| Annual return | 16.37% | 100.59%-84.2pp | 1803.92%-1787.6pp | 41.64%-25.3pp |
| Employer contribution / active EE | $0 | $2,174-100.0% | $3,733-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $4,201 | $4,335-3.1% | $6,293-33.2% | $4,139+1.5% |
| Admin fee / account holder | $4,590 | $7,695-40.3% | $9,717-52.8% | $7,234-36.5% |