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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 | $57,844 | $60,119-3.8% | $90,430-36.0% | $79,858-27.6% |
| Participation rate | 65.4% | 65.0%+0.4pp | 72.7%-7.3pp | 69.6%-4.3pp |
| Annual return | 16.62% | 71.94%-55.3pp | 1293.73%-1277.1pp | 31.72%-15.1pp |
| Employer contribution / active EE | $0 | $2,068-100.0% | $3,262-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $1,728 | $2,938-41.2% | $3,963-56.4% | $3,740-53.8% |
| Admin fee / account holder | $4,308 | $3,976+8.3% | $5,613-23.3% | $5,306-18.8% |