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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 | $59,392 | $107,941-45.0% | $91,994-35.4% | $152,897-61.2% |
| Participation rate | 22.7% | 81.2%-58.5pp | 78.6%-55.9pp | 82.5%-59.7pp |
| Annual return | 20.56% | 89.28%-68.7pp | 69.04%-48.5pp | 345.43%-324.9pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,592 | $6,366-43.6% | $5,924-39.4% | $5,851-38.6% |
| Admin fee / account holder | $12,301 | $10,521+16.9% | $7,744+58.9% | $11,599+6.1% |