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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 | $104,815 | $154,754-32.3% | $124,206-15.6% | $138,895-24.5% |
| Participation rate | 68.4% | 75.5%-7.1pp | 69.6%-1.2pp | 79.9%-11.5pp |
| Annual return | 18.60% | 709.28%-690.7pp | 515.27%-496.7pp | 145.39%-126.8pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $7,375 | $4,621+59.6% | $3,968+85.9% | $6,396+15.3% |
| Admin fee / account holder | $318 | $6,690-95.3% | $5,929-94.6% | $12,562-97.5% |