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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 | $84,005 | $102,638-18.2% | $81,991+2.5% | $158,966-47.2% |
| Participation rate | 46.2% | 75.5%-29.4pp | 69.3%-23.1pp | 82.0%-35.8pp |
| Annual return | 28.09% | 61.05%-33.0pp | 41.31%-13.2pp | 302.95%-274.9pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $8,852 | $4,649+90.4% | $3,722+137.8% | $5,983+47.9% |
| Admin fee / account holder | $350 | $8,237-95.8% | $5,665-93.8% | $11,250-96.9% |