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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 | $102,422-1.0% | $147,117-31.1% | $80,959+25.3% |
| Participation rate | 52.7% | 75.9%-23.1pp | 82.2%-29.5pp | 67.7%-14.9pp |
| Annual return | 21.51% | 135.16%-113.6pp | 420.54%-399.0pp | 35.67%-14.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $12,477 | $6,652+87.6% | $8,065+54.7% | $4,300+190.1% |
| Admin fee / account holder | $816 | $7,953-89.7% | $12,993-93.7% | $6,925-88.2% |