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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 | $129,344 | $102,429+26.3% | $147,096-12.1% | $80,925+59.8% |
| Participation rate | 58.7% | 75.9%-17.2pp | 82.2%-23.5pp | 67.7%-9.0pp |
| Annual return | 14.11% | 135.02%-120.9pp | 419.75%-405.6pp | 35.65%-21.5pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $3,900 | $6,649-41.3% | $8,071-51.7% | $4,299-9.3% |
| Admin fee / account holder | $2,259 | $7,957-71.6% | $13,005-82.6% | $6,940-67.4% |