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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 | $88,200 | $166,131-46.9% | $164,975-46.5% | $145,877-39.5% |
| Participation rate | 52.6% | 82.0%-29.4pp | 78.6%-26.0pp | 80.3%-27.7pp |
| Annual return | 13.07% | 100.37%-87.3pp | 70.12%-57.0pp | 551.28%-538.2pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,355 | $6,962-51.8% | $6,033-44.4% | $6,691-49.8% |
| Admin fee / account holder | $2,357 | $16,648-85.8% | $12,688-81.4% | $13,402-82.4% |