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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 | $101,194 | $102,393-1.2% | $147,041-31.2% | $80,911+25.1% |
| Participation rate | 55.2% | 75.9%-20.7pp | 82.2%-27.0pp | 67.6%-12.5pp |
| Annual return | 13.32% | 134.95%-121.6pp | 419.21%-405.9pp | 35.63%-22.3pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $8,497 | $6,647+27.8% | $8,071+5.3% | $4,297+97.7% |
| Admin fee / account holder | $3,669 | $7,943-53.8% | $13,006-71.8% | $6,935-47.1% |