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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 | $103,605 | $106,005-2.3% | $92,239+12.3% | $147,585-29.8% |
| Participation rate | 55.6% | 80.4%-24.9pp | 76.5%-20.9pp | 82.8%-27.3pp |
| Annual return | 11.16% | 50.05%-38.9pp | 176.29%-165.1pp | 578.58%-567.4pp |
| Employer contribution / active EE | $0 | $4,333-100.0% | $3,680-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $3,865 | $4,478-13.7% | $3,897-0.8% | $5,439-28.9% |
| Admin fee / account holder | $8,756 | $6,333+38.3% | $5,194+68.6% | $10,886-19.6% |