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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 | $92,681 | $160,028-42.1% | $147,080-37.0% | $145,884-36.5% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.26% | 98.60%-84.3pp | 420.17%-405.9pp | 551.85%-537.6pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,358 | $8,422-24.5% | $8,066-21.2% | $6,690-5.0% |
| Admin fee / account holder | $4,653 | $15,030-69.0% | $12,989-64.2% | $13,392-65.3% |