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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 | $106,848 | $90,691+17.8% | $76,119+40.4% | $145,884-26.8% |
| Participation rate | 66.7% | 74.5%-7.8pp | 69.1%-2.4pp | 80.3%-13.6pp |
| Annual return | 12.59% | 624.52%-611.9pp | 361.25%-348.7pp | 551.85%-539.3pp |
| Employer contribution / active EE | $0 | $3,329-100.0% | $2,693-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $1,293 | $5,167-75.0% | $4,259-69.6% | $6,690-80.7% |
| Admin fee / account holder | $3,549 | $8,383-57.7% | $6,421-44.7% | $13,392-73.5% |