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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 | $95,783 | $99,079-3.3% | $78,002+22.8% | $273,972-65.0% |
| Participation rate | 69.2% | 78.6%-9.3pp | 75.5%-6.3pp | 83.0%-13.8pp |
| Annual return | 8.76% | 217.93%-209.2pp | 425.99%-417.2pp | 41.46%-32.7pp |
| Employer contribution / active EE | $0 | $3,308-100.0% | $2,470-100.0% | $4,869-100.0% |
| Participant deferral / active EE | $2,458 | $4,306-42.9% | $3,497-29.7% | $5,287-53.5% |
| Admin fee / account holder | $722 | $8,954-91.9% | $5,481-86.8% | $10,133-92.9% |