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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 | $102,429 | $88,778+15.4% | $81,844+25.2% | $145,884-29.8% |
| Participation rate | 23.1% | 75.1%-52.0pp | 72.4%-49.3pp | 80.3%-57.2pp |
| Annual return | 16.22% | 1033.03%-1016.8pp | 778.87%-762.6pp | 551.85%-535.6pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,171 | $4,648-74.8% | $4,323-72.9% | $6,690-82.5% |
| Admin fee / account holder | $1,587 | $8,430-81.2% | $7,355-78.4% | $13,392-88.2% |