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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 | $97,615 | $102,385-4.7% | $147,080-33.6% | $80,935+20.6% |
| Participation rate | 65.5% | 75.9%-10.4pp | 82.2%-16.7pp | 67.7%-2.1pp |
| Annual return | 12.00% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $6,838 | $3,717+84.0% | $4,933+38.6% | $2,757+148.0% |
| Participant deferral / active EE | $0 | $6,651-100.0% | $8,066-100.0% | $4,299-100.0% |
| Admin fee / account holder | $8,935 | $7,951+12.4% | $12,989-31.2% | $6,924+29.0% |