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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 | $27,688 | $49,164-43.7% | $121,169-77.1% | $75,181-63.2% |
| Participation rate | 60.5% | 55.4%+5.0pp | 69.5%-9.1pp | 67.2%-6.7pp |
| Annual return | 13.71% | 56.03%-42.3pp | 986.71%-973.0pp | 160.69%-147.0pp |
| Employer contribution / active EE | $0 | $1,546-100.0% | $4,168-100.0% | $2,671-100.0% |
| Participant deferral / active EE | $3,538 | $2,628+34.6% | $4,083-13.3% | $4,126-14.2% |
| Admin fee / account holder | $4,888 | $3,942+24.0% | $5,645-13.4% | $5,650-13.5% |