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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 | $106,061 | $102,422+3.6% | $147,117-27.9% | $80,959+31.0% |
| Participation rate | 64.1% | 75.9%-11.8pp | 82.2%-18.1pp | 67.7%-3.6pp |
| Annual return | 12.87% | 135.16%-122.3pp | 420.54%-407.7pp | 35.67%-22.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,443 | $6,652+72.0% | $8,065+41.9% | $4,300+166.1% |
| Admin fee / account holder | $5,851 | $7,953-26.4% | $12,993-55.0% | $6,925-15.5% |