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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 | $119,231 | $111,814+6.6% | $93,654+27.3% | $145,959-18.3% |
| Participation rate | 50.0% | 74.2%-24.2pp | 68.7%-18.7pp | 80.3%-30.3pp |
| Annual return | 10.05% | 203.30%-193.2pp | 133.34%-123.3pp | 561.95%-551.9pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $12,625 | $4,914+156.9% | $4,413+186.1% | $6,689+88.8% |
| Admin fee / account holder | $2,522 | $10,246-75.4% | $8,282-69.5% | $13,398-81.2% |