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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 | $120,676 | $125,184-3.6% | $105,607+14.3% | $145,884-17.3% |
| Participation rate | 52.4% | 77.6%-25.3pp | 75.3%-22.9pp | 80.3%-27.9pp |
| Annual return | 11.70% | 225.00%-213.3pp | 116.11%-104.4pp | 551.85%-540.1pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,068 | $5,714-28.8% | $5,011-18.8% | $6,690-39.2% |
| Admin fee / account holder | $3,555 | $17,133-79.2% | $10,958-67.6% | $13,392-73.5% |