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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 | $144,511 | $162,529-11.1% | $130,788+10.5% | $154,746-6.6% |
| Participation rate | 31.3% | 75.9%-44.6pp | 70.1%-38.9pp | 80.7%-49.5pp |
| Annual return | 22.72% | 510.48%-487.8pp | 386.44%-363.7pp | 172.34%-149.6pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $5,787 | $4,808+20.4% | $4,137+39.9% | $6,730-14.0% |
| Admin fee / account holder | $605 | $7,669-92.1% | $6,673-90.9% | $14,365-95.8% |