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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 | $68,528 | $63,342+8.2% | $92,236-25.7% | $70,131-2.3% |
| Participation rate | 58.1% | 68.7%-10.6pp | 76.5%-18.4pp | 69.5%-11.5pp |
| Annual return | 20.84% | 530.15%-509.3pp | 176.29%-155.4pp | 73.14%-52.3pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,679-100.0% | $2,342-100.0% |
| Participant deferral / active EE | $8,941 | $2,854+213.3% | $3,897+129.5% | $3,332+168.4% |
| Admin fee / account holder | $1,102 | $3,840-71.3% | $5,194-78.8% | $4,645-76.3% |