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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 | $99,684 | $154,754-35.6% | $124,206-19.7% | $138,895-28.2% |
| Participation rate | 66.7% | 75.5%-8.8pp | 69.6%-2.9pp | 79.9%-13.3pp |
| Annual return | 21.22% | 709.28%-688.1pp | 515.27%-494.1pp | 145.39%-124.2pp |
| Employer contribution / active EE | $0 | $4,446-100.0% | $3,540-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,334 | $4,621+15.4% | $3,968+34.4% | $6,396-16.6% |
| Admin fee / account holder | $387 | $6,690-94.2% | $5,929-93.5% | $12,562-96.9% |