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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 | $46,421 | $63,861-27.3% | $104,625-55.6% | $79,852-41.9% |
| Participation rate | 62.2% | 64.9%-2.7pp | 74.1%-11.9pp | 69.6%-7.4pp |
| Annual return | 169.12% | 21.30%+147.8pp | 340.60%-171.5pp | 31.72%+137.4pp |
| Employer contribution / active EE | $0 | $1,588-100.0% | $2,681-100.0% | $2,471-100.0% |
| Participant deferral / active EE | $4,108 | $2,693+52.5% | $3,738+9.9% | $3,740+9.8% |
| Admin fee / account holder | $8,793 | $4,185+110.1% | $6,465+36.0% | $5,306+65.7% |