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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 | $53,901 | $149,040-63.8% | $120,225-55.2% | $137,256-60.7% |
| Participation rate | 43.8% | 75.4%-31.7pp | 69.6%-25.8pp | 80.0%-36.2pp |
| Annual return | 10.84% | 605.68%-594.8pp | 439.23%-428.4pp | 220.34%-209.5pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $4,522 | $4,655-2.8% | $3,999+13.1% | $6,407-29.4% |
| Admin fee / account holder | $2,421 | $6,348-61.9% | $5,696-57.5% | $12,270-80.3% |