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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 | $66,311 | $63,346+4.7% | $92,240-28.1% | $70,126-5.4% |
| Participation rate | 61.2% | 68.7%-7.5pp | 76.5%-15.3pp | 69.5%-8.3pp |
| Annual return | 16.57% | 530.19%-513.6pp | 176.29%-159.7pp | 73.15%-56.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $5,204 | $2,854+82.3% | $3,897+33.5% | $3,332+56.2% |
| Admin fee / account holder | $933 | $3,841-75.7% | $5,194-82.0% | $4,645-79.9% |