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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 | $132,553 | $110,830+19.6% | $86,625+53.0% | $167,553-20.9% |
| Participation rate | 56.3% | 75.8%-19.5pp | 71.6%-15.4pp | 82.1%-25.9pp |
| Annual return | 11.50% | 116.99%-105.5pp | 63.52%-52.0pp | 478.89%-467.4pp |
| Employer contribution / active EE | $0 | $3,245-100.0% | $2,496-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $1,268 | $4,548-72.1% | $3,700-65.7% | $6,343-80.0% |
| Admin fee / account holder | $2,516 | $8,420-70.1% | $5,830-56.8% | $12,316-79.6% |