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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 | $86,826 | $102,422-15.2% | $147,117-41.0% | $80,959+7.2% |
| Participation rate | 69.8% | 75.9%-6.1pp | 82.2%-12.4pp | 67.7%+2.1pp |
| Annual return | 41.55% | 135.16%-93.6pp | 420.54%-379.0pp | 35.67%+5.9pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,592 | $6,652+89.3% | $8,065+56.1% | $4,300+192.8% |
| Admin fee / account holder | $6,875 | $7,953-13.6% | $12,993-47.1% | $6,925-0.7% |