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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 | $130,025 | $227,633-42.9% | $189,597-31.4% | $167,553-22.4% |
| Participation rate | 58.8% | 82.5%-23.7pp | 78.4%-19.6pp | 82.1%-23.3pp |
| Annual return | 10.23% | 78.45%-68.2pp | 64.20%-54.0pp | 478.89%-468.7pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,412-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $2,219 | $7,003-68.3% | $6,174-64.1% | $6,343-65.0% |
| Admin fee / account holder | $15,072 | $11,879+26.9% | $9,807+53.7% | $12,316+22.4% |