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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 | $90,934 | $208,088-56.3% | $186,193-51.2% | $154,746-41.2% |
| Participation rate | 60.0% | 80.0%-20.0pp | 77.1%-17.1pp | 80.7%-20.7pp |
| Annual return | 19.02% | 89.97%-71.0pp | 78.03%-59.0pp | 172.34%-153.3pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $0 | $7,078-100.0% | $6,513-100.0% | $6,730-100.0% |
| Admin fee / account holder | $372 | $11,698-96.8% | $11,058-96.6% | $14,365-97.4% |