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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 | $59,722 | $56,134+6.4% | $96,192-37.9% | $85,851-30.4% |
| Participation rate | 64.4% | 56.7%+7.7pp | 68.4%-4.1pp | 69.3%-5.0pp |
| Annual return | 25.47% | 42.30%-16.8pp | 192.09%-166.6pp | 318.63%-293.2pp |
| Employer contribution / active EE | $0 | $1,620-100.0% | $2,799-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $1,091 | $2,858-61.8% | $4,351-74.9% | $3,952-72.4% |
| Admin fee / account holder | $6,247 | $3,769+65.7% | $5,539+12.8% | $6,261-0.2% |