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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 | $114,353 | $103,008+11.0% | $90,304+26.6% | $152,897-25.2% |
| Participation rate | 18.2% | 75.9%-57.7pp | 73.3%-55.1pp | 82.5%-64.3pp |
| Annual return | 19.25% | 95.22%-76.0pp | 78.13%-58.9pp | 345.43%-326.2pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,830 | $4,281-57.3% | $3,885-52.9% | $5,851-68.7% |
| Admin fee / account holder | $3,328 | $6,175-46.1% | $5,354-37.8% | $11,599-71.3% |