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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 | $101,269 | $88,778+14.1% | $81,844+23.7% | $145,884-30.6% |
| Participation rate | 42.9% | 75.1%-32.2pp | 72.4%-29.5pp | 80.3%-37.4pp |
| Annual return | 12.52% | 1033.03%-1020.5pp | 778.87%-766.4pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,087-100.0% | $2,916-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,086 | $4,648-76.6% | $4,323-74.9% | $6,690-83.8% |
| Admin fee / account holder | $2,169 | $8,430-74.3% | $7,355-70.5% | $13,392-83.8% |