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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 | $88,113 | $88,702-0.7% | $81,780+7.7% | $145,978-39.6% |
| Participation rate | 53.3% | 75.0%-21.7pp | 72.4%-19.0pp | 80.3%-27.0pp |
| Annual return | 11.40% | 1029.12%-1017.7pp | 776.27%-764.9pp | 550.52%-539.1pp |
| Employer contribution / active EE | $0 | $3,084-100.0% | $2,914-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $9,256 | $4,645+99.3% | $4,321+114.2% | $6,690+38.4% |
| Admin fee / account holder | $543 | $8,414-93.5% | $7,384-92.6% | $13,400-95.9% |