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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 | $85,061 | $183,978-53.8% | $162,171-47.5% | $152,885-44.4% |
| Participation rate | 52.9% | 88.5%-35.6pp | 87.6%-34.6pp | 82.5%-29.5pp |
| Annual return | 38.41% | 150.78%-112.4pp | 115.60%-77.2pp | 345.39%-307.0pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,097 | $8,033-11.6% | $7,297-2.7% | $5,851+21.3% |
| Admin fee / account holder | $31,602 | $13,122+140.8% | $10,843+191.5% | $11,598+172.5% |