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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 | $109,538 | $103,038+6.3% | $90,324+21.3% | $152,909-28.4% |
| Participation rate | 62.5% | 75.9%-13.4pp | 73.3%-10.8pp | 82.5%-20.0pp |
| Annual return | 16.98% | 95.25%-78.3pp | 78.15%-61.2pp | 345.46%-328.5pp |
| Employer contribution / active EE | $0 | $3,141-100.0% | $2,856-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,207 | $4,282+68.3% | $3,885+85.5% | $5,851+23.2% |
| Admin fee / account holder | $7,369 | $6,177+19.3% | $5,356+37.6% | $11,601-36.5% |