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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 | $118,971 | $90,614+31.3% | $76,089+56.4% | $145,877-18.4% |
| Participation rate | 47.6% | 74.5%-26.9pp | 69.1%-21.5pp | 80.3%-32.7pp |
| Annual return | 17.11% | 623.80%-606.7pp | 360.94%-343.8pp | 551.28%-534.2pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,690-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,819 | $5,168-45.4% | $4,259-33.8% | $6,691-57.9% |
| Admin fee / account holder | $7,263 | $8,376-13.3% | $6,418+13.2% | $13,402-45.8% |