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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 | $112,974 | $149,040-24.2% | $120,225-6.0% | $137,256-17.7% |
| Participation rate | 50.0% | 75.4%-25.4pp | 69.6%-19.6pp | 80.0%-30.0pp |
| Annual return | 16.93% | 605.68%-588.8pp | 439.23%-422.3pp | 220.34%-203.4pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $8,225 | $4,655+76.7% | $3,999+105.7% | $6,407+28.4% |
| Admin fee / account holder | $1,311 | $6,348-79.3% | $5,696-77.0% | $12,270-89.3% |