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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 | $69,934 | $60,119+16.3% | $90,430-22.7% | $79,858-12.4% |
| Participation rate | 50.0% | 65.0%-15.0pp | 72.7%-22.7pp | 69.6%-19.6pp |
| Annual return | 21.01% | 71.94%-50.9pp | 1293.73%-1272.7pp | 31.72%-10.7pp |
| Employer contribution / active EE | $2,040 | $2,068-1.3% | $3,262-37.5% | $2,471-17.4% |
| Participant deferral / active EE | $3,759 | $2,938+28.0% | $3,963-5.1% | $3,740+0.5% |
| Admin fee / account holder | $5,907 | $3,976+48.6% | $5,613+5.2% | $5,306+11.3% |