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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 | $57,370 | $107,353-46.6% | $92,903-38.2% | $152,885-62.5% |
| Participation rate | 68.4% | 79.8%-11.4pp | 76.0%-7.6pp | 82.5%-14.0pp |
| Annual return | 23.00% | 145.62%-122.6pp | 109.43%-86.4pp | 345.39%-322.4pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,417 | $4,848-29.5% | $4,238-19.4% | $5,851-41.6% |
| Admin fee / account holder | $15,849 | $7,081+123.8% | $5,795+173.5% | $11,598+36.7% |