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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 | $121,218 | $104,924+15.5% | $84,623+43.2% | $152,885-20.7% |
| Participation rate | 20.0% | 74.8%-54.8pp | 68.2%-48.2pp | 82.5%-62.5pp |
| Annual return | 13.24% | 373.82%-360.6pp | 258.77%-245.5pp | 345.39%-332.2pp |
| Employer contribution / active EE | $0 | $3,302-100.0% | $2,652-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $4,603 | $4,689-1.8% | $3,899+18.1% | $5,851-21.3% |
| Admin fee / account holder | $10,625 | $6,242+70.2% | $4,913+116.3% | $11,598-8.4% |