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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 | $84,322 | $160,040-47.3% | $147,096-42.7% | $145,877-42.2% |
| Participation rate | 31.3% | 84.0%-52.8pp | 82.2%-50.9pp | 80.3%-49.1pp |
| Annual return | 11.49% | 98.49%-87.0pp | 419.75%-408.3pp | 551.28%-539.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,997 | $8,429-64.4% | $8,071-62.9% | $6,691-55.2% |
| Admin fee / account holder | $3,717 | $15,050-75.3% | $13,005-71.4% | $13,402-72.3% |