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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 | $73,513 | $102,422-28.2% | $147,117-50.0% | $80,959-9.2% |
| Participation rate | 68.9% | 75.9%-7.0pp | 82.2%-13.3pp | 67.7%+1.2pp |
| Annual return | 14.50% | 135.16%-120.7pp | 420.54%-406.0pp | 35.67%-21.2pp |
| Employer contribution / active EE | $0 | $3,717-100.0% | $4,932-100.0% | $2,757-100.0% |
| Participant deferral / active EE | $10,468 | $6,652+57.4% | $8,065+29.8% | $4,300+143.4% |
| Admin fee / account holder | $890 | $7,953-88.8% | $12,993-93.1% | $6,925-87.1% |