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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 | $128,008 | $102,382+25.0% | $147,005-12.9% | $80,874+58.3% |
| Participation rate | 51.1% | 75.8%-24.7pp | 82.2%-31.0pp | 67.6%-16.5pp |
| Annual return | 14.29% | 134.89%-120.6pp | 418.76%-404.5pp | 35.62%-21.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $7,800 | $6,646+17.4% | $8,070-3.3% | $4,297+81.5% |
| Admin fee / account holder | $9,581 | $7,942+20.6% | $13,006-26.3% | $6,935+38.1% |