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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 | $63,671 | $85,766-25.8% | $136,298-53.3% | $70,126-9.2% |
| Participation rate | 62.5% | 74.2%-11.7pp | 81.9%-19.4pp | 69.5%-7.0pp |
| Annual return | 18.90% | 31.46%-12.6pp | 5156.27%-5137.4pp | 73.15%-54.2pp |
| Employer contribution / active EE | $2,614 | $2,966-11.9% | $4,696-44.3% | $2,343+11.6% |
| Participant deferral / active EE | $4,990 | $5,051-1.2% | $6,247-20.1% | $3,332+49.8% |
| Admin fee / account holder | $3,091 | $5,421-43.0% | $9,244-66.6% | $4,645-33.5% |