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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 | $109,869 | $102,595+7.1% | $94,057+16.8% | $154,746-29.0% |
| Participation rate | 55.6% | 76.0%-20.4pp | 73.3%-17.8pp | 80.7%-25.1pp |
| Annual return | 11.58% | 583.42%-571.8pp | 480.62%-469.0pp | 172.34%-160.8pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,467 | $5,118-32.3% | $4,709-26.4% | $6,730-48.5% |
| Admin fee / account holder | $1,625 | $7,736-79.0% | $7,244-77.6% | $14,365-88.7% |