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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 | $86,323 | $160,028-46.1% | $147,080-41.3% | $145,884-40.8% |
| Participation rate | 46.7% | 84.0%-37.4pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 15.76% | 98.60%-82.8pp | 420.17%-404.4pp | 551.85%-536.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,825 | $8,422-42.7% | $8,066-40.2% | $6,690-27.9% |
| Admin fee / account holder | $1,553 | $15,030-89.7% | $12,989-88.0% | $13,392-88.4% |