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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 | $104,568 | $102,393+2.1% | $147,041-28.9% | $80,911+29.2% |
| Participation rate | 38.2% | 75.9%-37.6pp | 82.2%-43.9pp | 67.6%-29.4pp |
| Annual return | 15.86% | 134.95%-119.1pp | 419.21%-403.4pp | 35.63%-19.8pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,110 | $6,647+22.0% | $8,071+0.5% | $4,297+88.7% |
| Admin fee / account holder | $6,150 | $7,943-22.6% | $13,006-52.7% | $6,935-11.3% |