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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 | $130,331 | $104,251+25.0% | $91,004+43.2% | $147,586-11.7% |
| Participation rate | 42.9% | 78.2%-35.4pp | 75.6%-32.7pp | 82.8%-40.0pp |
| Annual return | 46.91% | 27.06%+19.8pp | 4.60%+42.3pp | 578.59%-531.7pp |
| Employer contribution / active EE | $0 | $3,116-100.0% | $2,456-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $6,228 | $4,195+48.5% | $3,548+75.6% | $5,439+14.5% |
| Admin fee / account holder | $26,874 | $8,948+200.3% | $5,417+396.1% | $10,886+146.9% |