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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 | $105,621 | $96,123+9.9% | $77,361+36.5% | $198,609-46.8% |
| Participation rate | 57.1% | 81.1%-24.0pp | 75.0%-17.8pp | 82.4%-25.2pp |
| Annual return | 15.42% | 2054.81%-2039.4pp | 1011.54%-996.1pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $3,791-100.0% | $2,990-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,768 | $4,975-24.3% | $3,911-3.7% | $6,977-46.0% |
| Admin fee / account holder | $741 | $9,471-92.2% | $5,894-87.4% | $19,030-96.1% |