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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 | $36,352 | $49,896-27.1% | $80,627-54.9% | $75,173-51.6% |
| Participation rate | 64.0% | 55.3%+8.7pp | 67.0%-3.0pp | 67.2%-3.2pp |
| Annual return | 30.24% | 34.67%-4.4pp | 936.76%-906.5pp | 160.72%-130.5pp |
| Employer contribution / active EE | $1,759 | $1,699+3.5% | $2,723-35.4% | $2,671-34.1% |
| Participant deferral / active EE | $2,599 | $2,992-13.1% | $4,443-41.5% | $4,126-37.0% |
| Admin fee / account holder | $17,635 | $3,578+392.9% | $5,381+227.8% | $5,651+212.1% |