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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 | $73,538 | $90,530-18.8% | $76,030-3.3% | $145,897-49.6% |
| Participation rate | 54.2% | 74.4%-20.3pp | 69.1%-14.9pp | 80.3%-26.1pp |
| Annual return | 11.42% | 625.08%-613.7pp | 361.54%-350.1pp | 552.29%-540.9pp |
| Employer contribution / active EE | $0 | $3,319-100.0% | $2,688-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,928 | $5,164-4.6% | $4,257+15.8% | $6,689-26.3% |
| Admin fee / account holder | $2,401 | $8,383-71.4% | $6,421-62.6% | $13,390-82.1% |