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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 | $97,867 | $118,875-17.7% | $96,572+1.3% | $167,553-41.6% |
| Participation rate | 57.1% | 75.5%-18.3pp | 69.8%-12.7pp | 82.1%-25.0pp |
| Annual return | 11.73% | 50.50%-38.8pp | 37.79%-26.1pp | 478.89%-467.2pp |
| Employer contribution / active EE | $0 | $3,121-100.0% | $2,357-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,372 | $4,617-27.0% | $3,850-12.4% | $6,343-46.8% |
| Admin fee / account holder | $751 | $8,070-90.7% | $6,183-87.9% | $12,316-93.9% |