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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 | $52,067 | $160,070-67.5% | $147,117-64.6% | $145,897-64.3% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 18.57% | 98.69%-80.1pp | 420.54%-402.0pp | 552.29%-533.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,287 | $8,419-13.4% | $8,065-9.6% | $6,689+8.9% |
| Admin fee / account holder | $2,798 | $15,035-81.4% | $12,993-78.5% | $13,390-79.1% |