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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 | $82,070 | $88,672-7.4% | $105,223-22.0% | $82,448-0.5% |
| Participation rate | 64.5% | 67.9%-3.4pp | 75.0%-10.5pp | 68.1%-3.6pp |
| Annual return | 818.27% | 30.86%+787.4pp | 180.65%+637.6pp | 41.64%+776.6pp |
| Employer contribution / active EE | $0 | $3,048-100.0% | $3,689-100.0% | $2,551-100.0% |
| Participant deferral / active EE | $2,796 | $4,036-30.7% | $5,072-44.9% | $4,139-32.5% |
| Admin fee / account holder | $804 | $7,146-88.8% | $8,859-90.9% | $7,234-88.9% |