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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 | $102,429-1.0% | $147,096-31.1% | $80,925+25.3% |
| Participation rate | 52.7% | 75.9%-23.1pp | 82.2%-29.5pp | 67.7%-14.9pp |
| Annual return | 21.51% | 135.02%-113.5pp | 419.75%-398.2pp | 35.65%-14.1pp |
| Employer contribution / active EE | $0 | $3,716-100.0% | $4,936-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $12,477 | $6,649+87.7% | $8,071+54.6% | $4,299+190.3% |
| Admin fee / account holder | $816 | $7,957-89.7% | $13,005-93.7% | $6,940-88.2% |