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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 | $103,235 | $166,020-37.8% | $164,866-37.4% | $145,959-29.3% |
| Participation rate | 46.2% | 82.0%-35.8pp | 78.6%-32.5pp | 80.3%-34.1pp |
| Annual return | 10.55% | 100.08%-89.5pp | 69.97%-59.4pp | 561.95%-551.4pp |
| Employer contribution / active EE | $0 | $5,275-100.0% | $4,343-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,136 | $6,961-69.3% | $6,033-64.6% | $6,689-68.1% |
| Admin fee / account holder | $6,074 | $16,644-63.5% | $12,689-52.1% | $13,398-54.7% |