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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 | $117,375 | $144,130-18.6% | $117,861-0.4% | $147,586-20.5% |
| Participation rate | 37.5% | 83.4%-45.9pp | 79.7%-42.2pp | 82.8%-45.3pp |
| Annual return | 13.82% | 531.20%-517.4pp | 335.11%-321.3pp | 578.59%-564.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,802 | $5,316-47.3% | $4,482-37.5% | $5,439-48.5% |
| Admin fee / account holder | $4,666 | $10,887-57.1% | $8,021-41.8% | $10,886-57.1% |