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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 | $79,096 | $175,257-54.9% | $149,717-47.2% | $139,456-43.3% |
| Participation rate | 60.0% | 83.4%-23.4pp | 78.8%-18.8pp | 80.3%-20.3pp |
| Annual return | 15.50% | 166.70%-151.2pp | 134.41%-118.9pp | 373.45%-357.9pp |
| Employer contribution / active EE | $0 | $5,477-100.0% | $4,820-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $3,860 | $6,521-40.8% | $5,682-32.1% | $6,711-42.5% |
| Admin fee / account holder | $6,751 | $16,156-58.2% | $13,213-48.9% | $11,407-40.8% |