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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 | $128,936 | $99,995+28.9% | $85,063+51.6% | $145,978-11.7% |
| Participation rate | 62.5% | 74.1%-11.6pp | 67.5%-5.0pp | 80.3%-17.8pp |
| Annual return | 9.72% | 83.99%-74.3pp | 66.54%-56.8pp | 550.52%-540.8pp |
| Employer contribution / active EE | $0 | $3,231-100.0% | $2,727-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,837 | $5,295+48.0% | $4,523+73.3% | $6,690+17.1% |
| Admin fee / account holder | $544 | $7,255-92.5% | $6,155-91.2% | $13,400-95.9% |