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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 | $144,281 | $110,093+31.1% | $97,295+48.3% | $145,897-1.1% |
| Participation rate | 58.3% | 75.9%-17.6pp | 72.7%-14.3pp | 80.3%-22.0pp |
| Annual return | 15.79% | 244.76%-229.0pp | 75.62%-59.8pp | 552.29%-536.5pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,343 | $4,678-28.5% | $4,264-21.6% | $6,689-50.0% |
| Admin fee / account holder | $1,245 | $6,212-80.0% | $5,646-78.0% | $13,390-90.7% |