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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 | $105,745 | $100,203+5.5% | $85,240+24.1% | $145,897-27.5% |
| Participation rate | 60.0% | 74.1%-14.1pp | 67.5%-7.5pp | 80.3%-20.3pp |
| Annual return | 12.27% | 84.28%-72.0pp | 66.75%-54.5pp | 552.29%-540.0pp |
| Employer contribution / active EE | $0 | $3,242-100.0% | $2,735-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,543 | $5,299-52.0% | $4,527-43.8% | $6,689-62.0% |
| Admin fee / account holder | $7,063 | $7,265-2.8% | $6,165+14.6% | $13,390-47.3% |