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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 | $94,450 | $110,093-14.2% | $97,295-2.9% | $145,897-35.3% |
| Participation rate | 63.2% | 75.9%-12.8pp | 72.7%-9.5pp | 80.3%-17.1pp |
| Annual return | 19.28% | 244.76%-225.5pp | 75.62%-56.3pp | 552.29%-533.0pp |
| Employer contribution / active EE | $0 | $3,077-100.0% | $2,723-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,583 | $4,678-44.8% | $4,264-39.4% | $6,689-61.4% |
| Admin fee / account holder | $1,653 | $6,212-73.4% | $5,646-70.7% | $13,390-87.7% |