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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 | $170,533 | $208,088-18.0% | $186,193-8.4% | $154,746+10.2% |
| Participation rate | 33.3% | 80.0%-46.7pp | 77.1%-43.8pp | 80.7%-47.4pp |
| Annual return | 9.66% | 89.97%-80.3pp | 78.03%-68.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $6,594 | $7,078-6.8% | $6,513+1.2% | $6,730-2.0% |
| Admin fee / account holder | $12,256 | $11,698+4.8% | $11,058+10.8% | $14,365-14.7% |