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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 | $87,237 | $106,008-17.7% | $92,240-5.4% | $147,586-40.9% |
| Participation rate | 57.1% | 80.4%-23.3pp | 76.5%-19.3pp | 82.8%-25.7pp |
| Annual return | 15.18% | 50.05%-34.9pp | 176.29%-161.1pp | 578.59%-563.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,434 | $4,478-23.3% | $3,897-11.9% | $5,439-36.9% |
| Admin fee / account holder | $526 | $6,333-91.7% | $5,194-89.9% | $10,886-95.2% |