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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 | $129,442 | $129,737-0.2% | $119,126+8.7% | $154,746-16.4% |
| Participation rate | 66.7% | 78.9%-12.2pp | 75.8%-9.1pp | 80.7%-14.0pp |
| Annual return | 14.34% | 379.08%-364.7pp | 282.11%-267.8pp | 172.34%-158.0pp |
| Employer contribution / active EE | $3,525 | $4,375-19.4% | $4,034-12.6% | $4,379-19.5% |
| Participant deferral / active EE | $0 | $5,842-100.0% | $5,318-100.0% | $6,730-100.0% |
| Admin fee / account holder | $20,085 | $11,961+67.9% | $10,693+87.8% | $14,365+39.8% |