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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 | $130,028 | $109,967+18.2% | $97,197+33.8% | $145,877-10.9% |
| Participation rate | 22.2% | 76.0%-53.7pp | 72.7%-50.5pp | 80.3%-58.1pp |
| Annual return | 11.12% | 244.27%-233.2pp | 75.47%-64.4pp | 551.28%-540.2pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,651 | $4,676-64.7% | $4,263-61.3% | $6,691-75.3% |
| Admin fee / account holder | $14,640 | $6,199+136.2% | $5,637+159.7% | $13,402+9.2% |