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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 | $138,704 | $112,933+22.8% | $90,970+52.5% | $158,982-12.8% |
| Participation rate | 35.3% | 74.7%-39.4pp | 69.0%-33.7pp | 82.0%-46.7pp |
| Annual return | 12.83% | 215.82%-203.0pp | 134.60%-121.8pp | 302.99%-290.2pp |
| Employer contribution / active EE | $0 | $2,893-100.0% | $2,122-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,726 | $4,128-9.7% | $3,373+10.5% | $5,983-37.7% |
| Admin fee / account holder | $14,119 | $8,047+75.5% | $5,961+136.9% | $11,252+25.5% |