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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 | $118,206 | $217,432-45.6% | $185,851-36.4% | $167,553-29.5% |
| Participation rate | 50.0% | 86.1%-36.1pp | 81.7%-31.7pp | 82.1%-32.1pp |
| Annual return | 13.20% | 148.43%-135.2pp | 122.11%-108.9pp | 478.89%-465.7pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $3,196 | $6,357-49.7% | $5,569-42.6% | $6,343-49.6% |
| Admin fee / account holder | $930 | $19,820-95.3% | $16,245-94.3% | $12,316-92.5% |