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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 | $104,154 | $105,200-1.0% | $159,474-34.7% | $85,847+21.3% |
| Participation rate | 42.4% | 75.8%-33.4pp | 82.8%-40.4pp | 69.3%-26.9pp |
| Annual return | 17.37% | 45.08%-27.7pp | 263.68%-246.3pp | 318.61%-301.2pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $4,831-100.0% | $2,565-100.0% |
| Participant deferral / active EE | $5,417 | $5,946-8.9% | $7,353-26.3% | $3,952+37.1% |
| Admin fee / account holder | $3,164 | $6,934-54.4% | $10,802-70.7% | $6,261-49.5% |