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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 | $126,794 | $144,130-12.0% | $117,861+7.6% | $147,586-14.1% |
| Participation rate | 63.6% | 83.4%-19.8pp | 79.7%-16.0pp | 82.8%-19.2pp |
| Annual return | 13.35% | 531.20%-517.9pp | 335.11%-321.8pp | 578.59%-565.2pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,889 | $5,316+10.8% | $4,482+31.4% | $5,439+8.3% |
| Admin fee / account holder | $4,602 | $10,887-57.7% | $8,021-42.6% | $10,886-57.7% |