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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 | $81,864 | $184,000-55.5% | $162,185-49.5% | $152,909-46.5% |
| Participation rate | 36.4% | 88.5%-52.1pp | 87.6%-51.2pp | 82.5%-46.1pp |
| Annual return | 24.24% | 150.80%-126.6pp | 115.61%-91.4pp | 345.46%-321.2pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,381 | $8,033-57.9% | $7,297-53.7% | $5,851-42.2% |
| Admin fee / account holder | $2,686 | $13,124-79.5% | $10,844-75.2% | $11,601-76.8% |