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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 | $133,962 | $150,197-10.8% | $120,368+11.3% | $145,959-8.2% |
| Participation rate | 34.8% | 78.8%-44.0pp | 71.9%-37.1pp | 80.3%-45.5pp |
| Annual return | 17.28% | 154.26%-137.0pp | 107.26%-90.0pp | 561.95%-544.7pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,465-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,766 | $6,174-55.2% | $4,991-44.6% | $6,689-58.7% |
| Admin fee / account holder | $2,489 | $12,216-79.6% | $9,429-73.6% | $13,398-81.4% |