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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 | $66,688 | $112,121-40.5% | $95,960-30.5% | $158,966-58.0% |
| Participation rate | 57.1% | 79.0%-21.8pp | 77.1%-19.9pp | 82.0%-24.8pp |
| Annual return | 13.98% | 171.16%-157.2pp | 91.63%-77.7pp | 302.95%-289.0pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $1,631 | $4,784-65.9% | $4,167-60.9% | $5,983-72.7% |
| Admin fee / account holder | $4,772 | $10,135-52.9% | $6,797-29.8% | $11,250-57.6% |