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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 | $91,655 | $102,595-10.7% | $94,057-2.6% | $154,746-40.8% |
| Participation rate | 66.7% | 76.0%-9.3pp | 73.3%-6.7pp | 80.7%-14.0pp |
| Annual return | 21.10% | 583.42%-562.3pp | 480.62%-459.5pp | 172.34%-151.2pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,444 | $5,118+6.4% | $4,709+15.6% | $6,730-19.1% |
| Admin fee / account holder | $4,065 | $7,736-47.5% | $7,244-43.9% | $14,365-71.7% |