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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 | $187,400 | $208,088-9.9% | $186,193+0.6% | $154,746+21.1% |
| Participation rate | 50.0% | 80.0%-30.0pp | 77.1%-27.1pp | 80.7%-30.7pp |
| Annual return | 11.84% | 89.97%-78.1pp | 78.03%-66.2pp | 172.34%-160.5pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $13,105 | $7,078+85.2% | $6,513+101.2% | $6,730+94.7% |
| Admin fee / account holder | $729 | $11,698-93.8% | $11,058-93.4% | $14,365-94.9% |