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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 | $89,869 | $102,385-12.2% | $147,080-38.9% | $80,935+11.0% |
| Participation rate | 68.6% | 75.9%-7.3pp | 82.2%-13.6pp | 67.7%+0.9pp |
| Annual return | 17.82% | 135.09%-117.3pp | 420.17%-402.3pp | 35.66%-17.8pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $9,433 | $6,651+41.8% | $8,066+16.9% | $4,299+119.4% |
| Admin fee / account holder | $6,619 | $7,951-16.8% | $12,989-49.0% | $6,924-4.4% |