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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 | $137,543 | $63,346+117.1% | $92,240+49.1% | $70,126+96.1% |
| Participation rate | 59.5% | 68.7%-9.2pp | 76.5%-17.0pp | 69.5%-10.1pp |
| Annual return | 13.55% | 530.19%-516.6pp | 176.29%-162.7pp | 73.15%-59.6pp |
| Employer contribution / active EE | $0 | $2,471-100.0% | $3,680-100.0% | $2,343-100.0% |
| Participant deferral / active EE | $3,944 | $2,854+38.2% | $3,897+1.2% | $3,332+18.4% |
| Admin fee / account holder | $749 | $3,841-80.5% | $5,194-85.6% | $4,645-83.9% |