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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 | $57,654 | $107,363-46.3% | $92,909-37.9% | $152,897-62.3% |
| Participation rate | 45.5% | 79.8%-34.3pp | 76.0%-30.6pp | 82.5%-37.0pp |
| Annual return | 17.23% | 145.63%-128.4pp | 109.44%-92.2pp | 345.43%-328.2pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,068 | $4,848-36.7% | $4,238-27.6% | $5,851-47.6% |
| Admin fee / account holder | $1,719 | $7,082-75.7% | $5,795-70.3% | $11,599-85.2% |