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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 | $88,872 | $102,385-13.2% | $147,080-39.6% | $80,935+9.8% |
| Participation rate | 65.7% | 75.9%-10.2pp | 82.2%-16.5pp | 67.7%-1.9pp |
| Annual return | 12.63% | 135.09%-122.5pp | 420.17%-407.5pp | 35.66%-23.0pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $8,297 | $6,651+24.8% | $8,066+2.9% | $4,299+93.0% |
| Admin fee / account holder | $2,812 | $7,951-64.6% | $12,989-78.4% | $6,924-59.4% |