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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 | $115,438 | $114,093+1.2% | $96,171+20.0% | $167,536-31.1% |
| Participation rate | 62.5% | 75.1%-12.6pp | 68.4%-5.9pp | 82.1%-19.6pp |
| Annual return | 14.97% | 190.00%-175.0pp | 192.04%-177.1pp | 478.82%-463.8pp |
| Employer contribution / active EE | $0 | $3,429-100.0% | $2,799-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,432 | $5,197-14.7% | $4,350+1.9% | $6,342-30.1% |
| Admin fee / account holder | $4,129 | $6,899-40.2% | $5,538-25.5% | $12,315-66.5% |