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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 | $60,339 | $80,812-25.3% | $160,784-62.5% | $82,448-26.8% |
| Participation rate | 66.7% | 66.2%+0.4pp | 77.0%-10.3pp | 68.1%-1.4pp |
| Annual return | 16.50% | 100.59%-84.1pp | 1803.92%-1787.4pp | 41.64%-25.1pp |
| Employer contribution / active EE | $2,139 | $2,174-1.6% | $3,733-42.7% | $2,551-16.2% |
| Participant deferral / active EE | $3,534 | $4,335-18.5% | $6,293-43.8% | $4,139-14.6% |
| Admin fee / account holder | $3,690 | $7,695-52.1% | $9,717-62.0% | $7,234-49.0% |