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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 | $130,665 | $107,353+21.7% | $92,903+40.6% | $152,885-14.5% |
| Participation rate | 64.3% | 79.8%-15.5pp | 76.0%-11.7pp | 82.5%-18.2pp |
| Annual return | 19.08% | 145.62%-126.5pp | 109.43%-90.4pp | 345.39%-326.3pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,271 | $4,848-53.1% | $4,238-46.4% | $5,851-61.2% |
| Admin fee / account holder | $1,840 | $7,081-74.0% | $5,795-68.2% | $11,598-84.1% |