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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 | $113,890 | $125,237-9.1% | $105,608+7.8% | $145,877-21.9% |
| Participation rate | 50.0% | 77.7%-27.7pp | 75.3%-25.3pp | 80.3%-30.3pp |
| Annual return | 10.70% | 225.76%-215.1pp | 116.50%-105.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,691 | $5,711-17.9% | $5,010-6.4% | $6,691-29.9% |
| Admin fee / account holder | $17,358 | $17,287+0.4% | $11,028+57.4% | $13,402+29.5% |