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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 | $55,903 | $80,812-30.8% | $160,784-65.2% | $82,448-32.2% |
| Participation rate | 63.0% | 66.2%-3.2pp | 77.0%-13.9pp | 68.1%-5.1pp |
| Annual return | 15.80% | 100.59%-84.8pp | 1803.92%-1788.1pp | 41.64%-25.8pp |
| Employer contribution / active EE | $2,066 | $2,174-5.0% | $3,733-44.7% | $2,551-19.0% |
| Participant deferral / active EE | $4,793 | $4,335+10.5% | $6,293-23.8% | $4,139+15.8% |
| Admin fee / account holder | $2,913 | $7,695-62.1% | $9,717-70.0% | $7,234-59.7% |