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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 | $57,977 | $65,555-11.6% | $86,216-32.8% | $75,173-22.9% |
| Participation rate | 63.0% | 60.5%+2.5pp | 69.0%-6.0pp | 67.2%-4.2pp |
| Annual return | 15.20% | 46.07%-30.9pp | 1169.42%-1154.2pp | 160.72%-145.5pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,242 | $3,023+73.4% | $3,986+31.5% | $4,126+27.0% |
| Admin fee / account holder | $6,702 | $5,469+22.5% | $6,853-2.2% | $5,651+18.6% |