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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 | $140,856 | $102,393+37.6% | $147,041-4.2% | $80,911+74.1% |
| Participation rate | 65.7% | 75.9%-10.1pp | 82.2%-16.5pp | 67.6%-1.9pp |
| Annual return | 15.33% | 134.95%-119.6pp | 419.21%-403.9pp | 35.63%-20.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,127 | $6,647+7.2% | $8,071-11.7% | $4,297+65.8% |
| Admin fee / account holder | $932 | $7,943-88.3% | $13,006-92.8% | $6,935-86.6% |