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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 | $102,028 | $111,830-8.8% | $93,696+8.9% | $145,884-30.1% |
| Participation rate | 33.3% | 74.2%-40.9pp | 68.7%-35.4pp | 80.3%-47.0pp |
| Annual return | 8.38% | 204.08%-195.7pp | 133.74%-125.4pp | 551.85%-543.5pp |
| Employer contribution / active EE | $0 | $3,093-100.0% | $2,422-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,799 | $4,920+17.9% | $4,417+31.3% | $6,690-13.3% |
| Admin fee / account holder | $8,187 | $10,249-20.1% | $8,287-1.2% | $13,392-38.9% |