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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 | $48,064 | $102,385-53.1% | $147,080-67.3% | $80,935-40.6% |
| Participation rate | 69.2% | 75.9%-6.6pp | 82.2%-13.0pp | 67.7%+1.6pp |
| Annual return | 11.95% | 135.09%-123.1pp | 420.17%-408.2pp | 35.66%-23.7pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,933-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $11,913 | $6,651+79.1% | $8,066+47.7% | $4,299+177.1% |
| Admin fee / account holder | $5,300 | $7,951-33.3% | $12,989-59.2% | $6,924-23.5% |