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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 | $136,810 | $110,551+23.8% | $80,741+69.4% | $167,536-18.3% |
| Participation rate | 50.0% | 64.0%-14.0pp | 54.2%-4.2pp | 82.1%-32.1pp |
| Annual return | 10.33% | 120.57%-110.2pp | 87.30%-77.0pp | 478.82%-468.5pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,829 | $2,870+68.2% | $2,145+125.1% | $6,342-23.9% |
| Admin fee / account holder | $4,558 | $4,547+0.3% | $3,380+34.8% | $12,315-63.0% |