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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 | $133,915 | $111,878+19.7% | $93,727+42.9% | $145,897-8.2% |
| Participation rate | 58.8% | 74.2%-15.4pp | 68.7%-9.9pp | 80.3%-21.5pp |
| Annual return | 14.87% | 204.28%-189.4pp | 133.83%-119.0pp | 552.29%-537.4pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,928 | $4,920-60.8% | $4,417-56.4% | $6,689-71.2% |
| Admin fee / account holder | $2,931 | $10,256-71.4% | $8,292-64.7% | $13,390-78.1% |