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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 | $96,632 | $226,105-57.3% | $182,540-47.1% | $152,897-36.8% |
| Participation rate | 44.4% | 82.5%-38.0pp | 78.0%-33.5pp | 82.5%-38.0pp |
| Annual return | 17.09% | 192.58%-175.5pp | 148.58%-131.5pp | 345.43%-328.3pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,312 | $6,370-0.9% | $5,525+14.2% | $5,851+7.9% |
| Admin fee / account holder | $6,028 | $10,706-43.7% | $8,593-29.9% | $11,599-48.0% |