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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 | $119,826 | $102,422+17.0% | $147,117-18.6% | $80,959+48.0% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.7%-5.2pp |
| Annual return | 14.52% | 135.16%-120.6pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,861 | $6,652-42.0% | $8,065-52.1% | $4,300-10.2% |
| Admin fee / account holder | $3,388 | $7,953-57.4% | $12,993-73.9% | $6,925-51.1% |