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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 | $74,186 | $112,131-33.8% | $95,964-22.7% | $158,982-53.3% |
| Participation rate | 40.0% | 79.0%-39.0pp | 77.1%-37.1pp | 82.0%-42.0pp |
| Annual return | 8.36% | 171.19%-162.8pp | 91.64%-83.3pp | 302.99%-294.6pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,870 | $4,784-40.0% | $4,167-31.1% | $5,983-52.0% |
| Admin fee / account holder | $2,672 | $10,136-73.6% | $6,797-60.7% | $11,252-76.3% |