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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 | $83,987 | $72,071+16.5% | $68,368+22.8% | $137,256-38.8% |
| Participation rate | 50.0% | 76.2%-26.2pp | 73.8%-23.8pp | 80.0%-30.0pp |
| Annual return | 15.31% | 353.14%-337.8pp | 292.57%-277.3pp | 220.34%-205.0pp |
| Employer contribution / active EE | $0 | $2,788-100.0% | $2,649-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $3,715 | $4,410-15.8% | $4,123-9.9% | $6,407-42.0% |
| Admin fee / account holder | $2,887 | $5,336-45.9% | $5,150-43.9% | $12,270-76.5% |