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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 | $56,521 | $60,119-6.0% | $90,430-37.5% | $79,858-29.2% |
| Participation rate | 63.0% | 65.0%-2.0pp | 72.7%-9.7pp | 69.6%-6.7pp |
| Annual return | 12.48% | 71.94%-59.5pp | 1293.73%-1281.3pp | 31.72%-19.2pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $774 | $2,938-73.7% | $3,963-80.5% | $3,740-79.3% |
| Admin fee / account holder | $2,768 | $3,976-30.4% | $5,613-50.7% | $5,306-47.8% |