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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 | $102,422+25.0% | $147,117-13.0% | $80,959+58.1% |
| Participation rate | 51.1% | 75.9%-24.8pp | 82.2%-31.1pp | 67.7%-16.6pp |
| Annual return | 14.29% | 135.16%-120.9pp | 420.54%-406.3pp | 35.67%-21.4pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $7,800 | $6,652+17.3% | $8,065-3.3% | $4,300+81.4% |
| Admin fee / account holder | $9,581 | $7,953+20.5% | $12,993-26.3% | $6,925+38.3% |