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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 | $123,574 | $112,121+10.2% | $95,960+28.8% | $158,966-22.3% |
| Participation rate | 31.6% | 79.0%-47.4pp | 77.1%-45.5pp | 82.0%-50.4pp |
| Annual return | 15.30% | 171.16%-155.9pp | 91.63%-76.3pp | 302.95%-287.7pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,641 | $4,784-44.8% | $4,167-36.6% | $5,983-55.9% |
| Admin fee / account holder | $975 | $10,135-90.4% | $6,797-85.7% | $11,250-91.3% |