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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 | $131,581 | $126,519+4.0% | $106,201+23.9% | $145,959-9.9% |
| Participation rate | 35.3% | 77.7%-42.4pp | 75.3%-40.0pp | 80.3%-45.0pp |
| Annual return | 10.52% | 225.10%-214.6pp | 116.26%-105.7pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,467 | $5,716-56.8% | $5,012-50.8% | $6,689-63.1% |
| Admin fee / account holder | $16,431 | $17,312-5.1% | $11,039+48.8% | $13,398+22.6% |