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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 | $127,527 | $112,935+12.9% | $90,970+40.2% | $158,966-19.8% |
| Participation rate | 60.0% | 74.7%-14.7pp | 69.0%-9.0pp | 82.0%-22.0pp |
| Annual return | 7.51% | 215.79%-208.3pp | 134.58%-127.1pp | 302.95%-295.4pp |
| Employer contribution / active EE | $4,000 | $2,895+38.2% | $2,122+88.5% | $4,762-16.0% |
| Participant deferral / active EE | $0 | $4,129-100.0% | $3,373-100.0% | $5,983-100.0% |
| Admin fee / account holder | $1,659 | $8,045-79.4% | $5,960-72.2% | $11,250-85.3% |