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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 | $78,994 | $90,691-12.9% | $76,119+3.8% | $145,884-45.9% |
| Participation rate | 22.2% | 74.5%-52.2pp | 69.1%-46.9pp | 80.3%-58.1pp |
| Annual return | 9.33% | 624.52%-615.2pp | 361.25%-351.9pp | 551.85%-542.5pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,130 | $5,167-78.1% | $4,259-73.5% | $6,690-83.1% |
| Admin fee / account holder | $7,766 | $8,383-7.4% | $6,421+20.9% | $13,392-42.0% |