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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 | $111,749 | $73,546+51.9% | $63,018+77.3% | $147,586-24.3% |
| Participation rate | 68.2% | 77.9%-9.7pp | 74.8%-6.6pp | 82.8%-14.6pp |
| Annual return | 15.98% | 175.56%-159.6pp | 87.62%-71.6pp | 578.59%-562.6pp |
| Employer contribution / active EE | $0 | $3,324-100.0% | $2,761-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,566 | $4,185-38.7% | $3,330-22.9% | $5,439-52.8% |
| Admin fee / account holder | $1,963 | $5,956-67.0% | $3,601-45.5% | $10,886-82.0% |