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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 | $101,402 | $102,382-1.0% | $147,005-31.0% | $80,874+25.4% |
| Participation rate | 52.7% | 75.8%-23.1pp | 82.2%-29.4pp | 67.6%-14.9pp |
| Annual return | 21.51% | 134.89%-113.4pp | 418.76%-397.3pp | 35.62%-14.1pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,934-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,477 | $6,646+87.7% | $8,070+54.6% | $4,297+190.4% |
| Admin fee / account holder | $816 | $7,942-89.7% | $13,006-93.7% | $6,935-88.2% |