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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 | $139,240 | $100,139+39.0% | $85,187+63.5% | $145,884-4.6% |
| Participation rate | 25.0% | 74.1%-49.1pp | 67.5%-42.5pp | 80.3%-55.3pp |
| Annual return | 14.39% | 84.15%-69.8pp | 66.67%-52.3pp | 551.85%-537.5pp |
| Employer contribution / active EE | $0 | $3,238-100.0% | $2,732-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,688 | $5,296+26.3% | $4,525+47.8% | $6,6900% |
| Admin fee / account holder | $1,301 | $7,262-82.1% | $6,162-78.9% | $13,392-90.3% |