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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 | $128,997 | $100,895+27.9% | $90,430+42.6% | $158,950-18.8% |
| Participation rate | 54.2% | 75.0%-20.9pp | 72.7%-18.5pp | 82.0%-27.8pp |
| Annual return | 12.21% | 1725.54%-1713.3pp | 1293.73%-1281.5pp | 302.91%-290.7pp |
| Employer contribution / active EE | $0 | $3,689-100.0% | $3,262-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,648 | $4,347-39.1% | $3,963-33.2% | $5,983-55.7% |
| Admin fee / account holder | $2,297 | $6,505-64.7% | $5,613-59.1% | $11,248-79.6% |