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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 | $130,941 | $111,785+17.1% | $93,669+39.8% | $145,877-10.2% |
| Participation rate | 41.7% | 74.2%-32.6pp | 68.7%-27.1pp | 80.3%-38.6pp |
| Annual return | 17.01% | 203.79%-186.8pp | 133.59%-116.6pp | 551.28%-534.3pp |
| Employer contribution / active EE | $0 | $3,096-100.0% | $2,424-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,126 | $4,919-16.1% | $4,416-6.6% | $6,691-38.3% |
| Admin fee / account holder | $882 | $10,256-91.4% | $8,291-89.4% | $13,402-93.4% |