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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 | $126,870 | $102,385+23.9% | $147,080-13.7% | $80,935+56.8% |
| Participation rate | 26.7% | 75.9%-49.2pp | 82.2%-55.5pp | 67.7%-41.0pp |
| Annual return | 13.80% | 135.09%-121.3pp | 420.17%-406.4pp | 35.66%-21.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $3,719 | $6,651-44.1% | $8,066-53.9% | $4,299-13.5% |
| Admin fee / account holder | $5,662 | $7,951-28.8% | $12,989-56.4% | $6,924-18.2% |