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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 | $126,514 | $112,935+12.0% | $90,970+39.1% | $158,966-20.4% |
| Participation rate | 36.8% | 74.7%-37.9pp | 69.0%-32.2pp | 82.0%-45.1pp |
| Annual return | 10.34% | 215.79%-205.4pp | 134.58%-124.2pp | 302.95%-292.6pp |
| Employer contribution / active EE | $0 | $2,895-100.0% | $2,122-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,553 | $4,129-62.4% | $3,373-54.0% | $5,983-74.0% |
| Admin fee / account holder | $5,753 | $8,045-28.5% | $5,960-3.5% | $11,250-48.9% |