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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 | $37,166 | $107,941-65.6% | $91,994-59.6% | $152,897-75.7% |
| Participation rate | 45.5% | 81.2%-35.7pp | 78.6%-33.2pp | 82.5%-37.0pp |
| Annual return | 24.55% | 89.28%-64.7pp | 69.04%-44.5pp | 345.43%-320.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,071 | $6,366-4.6% | $5,924+2.5% | $5,851+3.8% |
| Admin fee / account holder | $12,225 | $10,521+16.2% | $7,744+57.9% | $11,599+5.4% |