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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 | $72,870 | $102,393-28.8% | $147,041-50.4% | $80,911-9.9% |
| Participation rate | 62.5% | 75.9%-13.4pp | 82.2%-19.7pp | 67.6%-5.1pp |
| Annual return | 23.94% | 134.95%-111.0pp | 419.21%-395.3pp | 35.63%-11.7pp |
| Employer contribution / active EE | $0 | $3,715-100.0% | $4,935-100.0% | $2,756-100.0% |
| Participant deferral / active EE | $9,118 | $6,647+37.2% | $8,071+13.0% | $4,297+112.2% |
| Admin fee / account holder | $1,330 | $7,943-83.3% | $13,006-89.8% | $6,935-80.8% |