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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 | $69,052 | $65,555+5.3% | $86,216-19.9% | $75,173-8.1% |
| Participation rate | 59.4% | 60.5%-1.1pp | 69.0%-9.6pp | 67.2%-7.8pp |
| Annual return | 18.10% | 46.07%-28.0pp | 1169.42%-1151.3pp | 160.72%-142.6pp |
| Employer contribution / active EE | $0 | $1,553-100.0% | $2,382-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $5,534 | $3,023+83.0% | $3,986+38.8% | $4,126+34.1% |
| Admin fee / account holder | $3,223 | $5,469-41.1% | $6,853-53.0% | $5,651-43.0% |