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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 | $54,811 | $112,112-51.1% | $95,956-42.9% | $158,950-65.5% |
| Participation rate | 50.0% | 79.0%-29.0pp | 77.1%-27.1pp | 82.0%-32.0pp |
| Annual return | 10.39% | 171.15%-160.8pp | 91.63%-81.2pp | 302.91%-292.5pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $5,733 | $4,784+19.8% | $4,167+37.6% | $5,983-4.2% |
| Admin fee / account holder | $12,287 | $10,134+21.2% | $6,797+80.8% | $11,248+9.2% |