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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 | $150,762 | $162,529-7.2% | $130,788+15.3% | $154,746-2.6% |
| Participation rate | 40.0% | 75.9%-35.9pp | 70.1%-30.1pp | 80.7%-40.7pp |
| Annual return | 15.50% | 510.48%-495.0pp | 386.44%-370.9pp | 172.34%-156.8pp |
| Employer contribution / active EE | $0 | $4,447-100.0% | $3,558-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $3,145 | $4,808-34.6% | $4,137-24.0% | $6,730-53.3% |
| Admin fee / account holder | $17,286 | $7,669+125.4% | $6,673+159.0% | $14,365+20.3% |