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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 | $50,979 | $226,105-77.5% | $182,540-72.1% | $152,897-66.7% |
| Participation rate | 36.4% | 82.5%-46.1pp | 78.0%-41.6pp | 82.5%-46.1pp |
| Annual return | 20.91% | 192.58%-171.7pp | 148.58%-127.7pp | 345.43%-324.5pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,493 | $6,370-45.2% | $5,525-36.8% | $5,851-40.3% |
| Admin fee / account holder | $6,207 | $10,706-42.0% | $8,593-27.8% | $11,599-46.5% |