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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 | $146,600 | $102,429+43.1% | $147,096-0.3% | $80,925+81.2% |
| Participation rate | 34.2% | 75.9%-41.7pp | 82.2%-48.0pp | 67.7%-33.4pp |
| Annual return | 16.07% | 135.02%-118.9pp | 419.75%-403.7pp | 35.65%-19.6pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $6,342 | $6,649-4.6% | $8,071-21.4% | $4,299+47.5% |
| Admin fee / account holder | $17,586 | $7,957+121.0% | $13,005+35.2% | $6,940+153.4% |