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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 | $96,319 | $111,785-13.8% | $93,669+2.8% | $145,877-34.0% |
| Participation rate | 66.7% | 74.2%-7.6pp | 68.7%-2.1pp | 80.3%-13.6pp |
| Annual return | 23.12% | 203.79%-180.7pp | 133.59%-110.5pp | 551.28%-528.2pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,249 | $4,919-13.6% | $4,416-3.8% | $6,691-36.5% |
| Admin fee / account holder | $1,305 | $10,256-87.3% | $8,291-84.3% | $13,402-90.3% |