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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 | $68,009 | $107,944-37.0% | $91,994-26.1% | $152,885-55.5% |
| Participation rate | 35.7% | 81.2%-45.5pp | 78.6%-42.9pp | 82.5%-46.7pp |
| Annual return | 23.67% | 89.26%-65.6pp | 69.03%-45.4pp | 345.39%-321.7pp |
| Employer contribution / active EE | $0 | $4,210-100.0% | $3,452-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,762 | $6,365-9.5% | $5,923-2.7% | $5,851-1.5% |
| Admin fee / account holder | $3,637 | $10,521-65.4% | $7,743-53.0% | $11,598-68.6% |