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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 | $118,741 | $134,817-11.9% | $123,973-4.2% | $155,188-23.5% |
| Participation rate | 66.7% | 79.4%-12.7pp | 76.7%-10.0pp | 80.8%-14.1pp |
| Annual return | 15.80% | 515.49%-499.7pp | 388.13%-372.3pp | 148.84%-133.0pp |
| Employer contribution / active EE | $11,434 | $4,425+158.4% | $4,126+177.2% | $4,248+169.2% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $1,188 | $13,245-91.0% | $11,799-89.9% | $14,480-91.8% |