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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 | $101,297 | $111,878-9.5% | $93,727+8.1% | $145,897-30.6% |
| Participation rate | 66.7% | 74.2%-7.5pp | 68.7%-2.0pp | 80.3%-13.6pp |
| Annual return | 10.00% | 204.28%-194.3pp | 133.83%-123.8pp | 552.29%-542.3pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $1,310 | $4,920-73.4% | $4,417-70.3% | $6,689-80.4% |
| Admin fee / account holder | $367 | $10,256-96.4% | $8,292-95.6% | $13,390-97.3% |