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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 | $109,480 | $103,008+6.3% | $90,304+21.2% | $152,897-28.4% |
| Participation rate | 55.0% | 75.9%-20.9pp | 73.3%-18.3pp | 82.5%-27.5pp |
| Annual return | 21.79% | 95.22%-73.4pp | 78.13%-56.3pp | 345.43%-323.6pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,432 | $4,281-43.2% | $3,885-37.4% | $5,851-58.4% |
| Admin fee / account holder | $1,040 | $6,175-83.2% | $5,354-80.6% | $11,599-91.0% |