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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 | $79,591 | $111,785-28.8% | $93,669-15.0% | $145,877-45.4% |
| Participation rate | 20.0% | 74.2%-54.2pp | 68.7%-48.7pp | 80.3%-60.3pp |
| Annual return | 13.88% | 203.79%-189.9pp | 133.59%-119.7pp | 551.28%-537.4pp |
| Employer contribution / active EE | $3,905 | $3,096+26.1% | $2,424+61.1% | $4,663-16.3% |
| Participant deferral / active EE | $0 | $4,919-100.0% | $4,416-100.0% | $6,691-100.0% |
| Admin fee / account holder | $569 | $10,256-94.4% | $8,291-93.1% | $13,402-95.8% |