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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 | $69,319 | $107,353-35.4% | $92,903-25.4% | $152,885-54.7% |
| Participation rate | 66.7% | 79.8%-13.1pp | 76.0%-9.3pp | 82.5%-15.8pp |
| Annual return | 12.35% | 145.62%-133.3pp | 109.43%-97.1pp | 345.39%-333.0pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,260 | $4,848-32.8% | $4,238-23.1% | $5,851-44.3% |
| Admin fee / account holder | $2,654 | $7,081-62.5% | $5,795-54.2% | $11,598-77.1% |