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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 | $139,700 | $85,171+64.0% | $172,752-19.1% | $72,975+91.4% |
| Participation rate | 46.7% | 70.1%-23.4pp | 82.6%-36.0pp | 69.5%-22.8pp |
| Annual return | 23.38% | 27.32%-3.9pp | 802.97%-779.6pp | 81.01%-57.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $5,144-100.0% | $2,440-100.0% |
| Participant deferral / active EE | $3,845 | $3,260+17.9% | $5,198-26.0% | $3,608+6.6% |
| Admin fee / account holder | $10,809 | $5,880+83.8% | $13,955-22.5% | $5,124+111.0% |