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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 | $125,649 | $102,696+22.4% | $86,235+45.7% | $139,487-9.9% |
| Participation rate | 68.2% | 74.5%-6.3pp | 69.0%-0.8pp | 80.3%-12.2pp |
| Annual return | 17.18% | 1925.91%-1908.7pp | 1170.03%-1152.8pp | 373.84%-356.7pp |
| Employer contribution / active EE | $0 | $3,034-100.0% | $2,381-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $3,858 | $4,679-17.5% | $3,987-3.2% | $6,713-42.5% |
| Admin fee / account holder | $13,139 | $8,667+51.6% | $6,856+91.7% | $11,407+15.2% |