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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 | $121,962 | $198,461-38.5% | $170,436-28.4% | $147,585-17.4% |
| Participation rate | 22.2% | 88.0%-65.7pp | 83.6%-61.4pp | 82.8%-60.6pp |
| Annual return | 11.48% | 257.30%-245.8pp | 205.94%-194.5pp | 578.57%-567.1pp |
| Employer contribution / active EE | $0 | $6,184-100.0% | $5,433-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,211 | $5,629-60.7% | $4,939-55.2% | $5,439-59.3% |
| Admin fee / account holder | $88,343 | $16,852+424.2% | $13,880+536.5% | $10,885+711.6% |