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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 | $128,347 | $103,008+24.6% | $90,304+42.1% | $152,897-16.1% |
| Participation rate | 42.9% | 75.9%-33.0pp | 73.3%-30.4pp | 82.5%-39.6pp |
| Annual return | 21.70% | 95.22%-73.5pp | 78.13%-56.4pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $3,139-100.0% | $2,855-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,164 | $4,281-26.1% | $3,885-18.6% | $5,851-45.9% |
| Admin fee / account holder | $11,913 | $6,175+92.9% | $5,354+122.5% | $11,599+2.7% |