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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 | $104,799 | $124,175-15.6% | $108,405-3.3% | $167,536-37.4% |
| Participation rate | 66.7% | 82.3%-15.6pp | 80.1%-13.5pp | 82.1%-15.4pp |
| Annual return | 11.81% | 1380.13%-1368.3pp | 905.55%-893.7pp | 478.82%-467.0pp |
| Employer contribution / active EE | $0 | $4,188-100.0% | $3,559-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,820 | $6,908-44.7% | $6,563-41.8% | $6,342-39.8% |
| Admin fee / account holder | $508 | $9,457-94.6% | $7,297-93.0% | $12,315-95.9% |