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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 | $93,663 | $88,815+5.5% | $81,882+14.4% | $145,897-35.8% |
| Participation rate | 54.5% | 75.1%-20.5pp | 72.4%-17.8pp | 80.3%-25.8pp |
| Annual return | 16.19% | 1033.75%-1017.6pp | 779.47%-763.3pp | 552.29%-536.1pp |
| Employer contribution / active EE | $0 | $3,086-100.0% | $2,916-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,635 | $4,647-21.8% | $4,323-15.9% | $6,689-45.7% |
| Admin fee / account holder | $2,251 | $8,434-73.3% | $7,360-69.4% | $13,390-83.2% |