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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 | $113,194 | $100,139+13.0% | $85,187+32.9% | $145,884-22.4% |
| Participation rate | 64.7% | 74.1%-9.4pp | 67.5%-2.8pp | 80.3%-15.6pp |
| Annual return | 11.81% | 84.15%-72.3pp | 66.67%-54.9pp | 551.85%-540.0pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,264 | $5,296-19.5% | $4,525-5.8% | $6,690-36.3% |
| Admin fee / account holder | $763 | $7,262-89.5% | $6,162-87.6% | $13,392-94.3% |