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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 | $118,792 | $102,595+15.8% | $94,057+26.3% | $154,746-23.2% |
| Participation rate | 58.3% | 76.0%-17.7pp | 73.3%-15.0pp | 80.7%-22.4pp |
| Annual return | 14.77% | 583.42%-568.6pp | 480.62%-465.8pp | 172.34%-157.6pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,923 | $5,118-42.9% | $4,709-37.9% | $6,730-56.6% |
| Admin fee / account holder | $740 | $7,736-90.4% | $7,244-89.8% | $14,365-94.8% |