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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 | $117,952 | $227,633-48.2% | $189,597-37.8% | $167,553-29.6% |
| Participation rate | 53.8% | 82.5%-28.7pp | 78.4%-24.6pp | 82.1%-28.3pp |
| Annual return | 14.16% | 78.45%-64.3pp | 64.20%-50.0pp | 478.89%-464.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,723 | $7,003-46.8% | $6,174-39.7% | $6,343-41.3% |
| Admin fee / account holder | $1,111 | $11,879-90.6% | $9,807-88.7% | $12,316-91.0% |