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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 | $142,725 | $134,817+5.9% | $123,973+15.1% | $155,188-8.0% |
| Participation rate | 50.0% | 79.4%-29.4pp | 76.7%-26.7pp | 80.8%-30.8pp |
| Annual return | 8.08% | 515.49%-507.4pp | 388.13%-380.0pp | 148.84%-140.8pp |
| Employer contribution / active EE | $2,800 | $4,425-36.7% | $4,126-32.1% | $4,248-34.1% |
| Participant deferral / active EE | $0 | $5,706-100.0% | $5,247-100.0% | $6,531-100.0% |
| Admin fee / account holder | $37,843 | $13,245+185.7% | $11,799+220.7% | $14,480+161.3% |