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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 | $124,603 | $102,385+21.7% | $147,080-15.3% | $80,935+54.0% |
| Participation rate | 32.1% | 75.9%-43.7pp | 82.2%-50.0pp | 67.7%-35.5pp |
| Annual return | 13.86% | 135.09%-121.2pp | 420.17%-406.3pp | 35.66%-21.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $4,487 | $6,651-32.5% | $8,066-44.4% | $4,299+4.4% |
| Admin fee / account holder | $14,123 | $7,951+77.6% | $12,989+8.7% | $6,924+104.0% |