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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 | $103,546 | $102,638+0.9% | $81,982+26.3% | $158,982-34.9% |
| Participation rate | 50.0% | 75.5%-25.5pp | 69.3%-19.3pp | 82.0%-32.0pp |
| Annual return | 17.57% | 61.05%-43.5pp | 41.31%-23.7pp | 302.99%-285.4pp |
| Employer contribution / active EE | $0 | $3,241-100.0% | $2,498-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $11,471 | $4,649+146.7% | $3,722+208.2% | $5,983+91.7% |
| Admin fee / account holder | $4,366 | $8,237-47.0% | $5,665-22.9% | $11,252-61.2% |