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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 | $136,170 | $110,551+23.2% | $80,741+68.7% | $167,536-18.7% |
| Participation rate | 56.5% | 64.0%-7.4pp | 54.2%+2.4pp | 82.1%-25.6pp |
| Annual return | 14.37% | 120.57%-106.2pp | 87.30%-72.9pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $1,543-100.0% | $1,160-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,772 | $2,870+66.3% | $2,145+122.4% | $6,342-24.8% |
| Admin fee / account holder | $23,558 | $4,547+418.1% | $3,380+596.9% | $12,315+91.3% |