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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 | $93,686 | $107,941-13.2% | $91,994+1.8% | $152,909-38.7% |
| Participation rate | 50.0% | 81.2%-31.2pp | 78.6%-28.6pp | 82.5%-32.5pp |
| Annual return | 22.05% | 89.28%-67.2pp | 69.04%-47.0pp | 345.46%-323.4pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $8,847 | $6,366+39.0% | $5,924+49.3% | $5,851+51.2% |
| Admin fee / account holder | $2,353 | $10,521-77.6% | $7,744-69.6% | $11,601-79.7% |