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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 | $104,197 | $144,130-27.7% | $117,861-11.6% | $147,586-29.4% |
| Participation rate | 60.0% | 83.4%-23.4pp | 79.7%-19.7pp | 82.8%-22.8pp |
| Annual return | 12.98% | 531.20%-518.2pp | 335.11%-322.1pp | 578.59%-565.6pp |
| Employer contribution / active EE | $4,000 | $4,897-18.3% | $3,786+5.6% | $4,876-18.0% |
| Participant deferral / active EE | $0 | $5,316-100.0% | $4,482-100.0% | $5,439-100.0% |
| Admin fee / account holder | $2,075 | $10,887-80.9% | $8,021-74.1% | $10,886-80.9% |