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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 | $105,421 | $183,539-42.6% | $155,556-32.2% | $145,897-27.7% |
| Participation rate | 66.7% | 82.7%-16.0pp | 78.2%-11.6pp | 80.3%-13.6pp |
| Annual return | 11.33% | 61.31%-50.0pp | 64.84%-53.5pp | 552.29%-541.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,811 | $6,467+20.8% | $5,631+38.7% | $6,689+16.8% |
| Admin fee / account holder | $9,280 | $19,275-51.9% | $15,885-41.6% | $13,390-30.7% |