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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 | $84,463 | $102,382-17.5% | $147,005-42.5% | $80,874+4.4% |
| Participation rate | 55.4% | 75.8%-20.5pp | 82.2%-26.8pp | 67.6%-12.3pp |
| Annual return | 15.66% | 134.89%-119.2pp | 418.76%-403.1pp | 35.62%-20.0pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,183 | $6,646+38.2% | $8,070+13.8% | $4,297+113.7% |
| Admin fee / account holder | $2,737 | $7,942-65.5% | $13,006-79.0% | $6,935-60.5% |