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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 | $107,959 | $115,810-6.8% | $101,271+6.6% | $158,966-32.1% |
| Participation rate | 50.0% | 79.4%-29.4pp | 75.8%-25.8pp | 82.0%-32.0pp |
| Annual return | 19.06% | 56.15%-37.1pp | 46.48%-27.4pp | 302.95%-283.9pp |
| Employer contribution / active EE | $0 | $4,175-100.0% | $3,660-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,500 | $4,958+31.1% | $4,371+48.7% | $5,983+8.6% |
| Admin fee / account holder | $381 | $7,248-94.7% | $5,948-93.6% | $11,250-96.6% |