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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 | $94,443 | $104,953-10.0% | $84,637+11.6% | $152,909-38.2% |
| Participation rate | 43.5% | 74.8%-31.4pp | 68.2%-24.8pp | 82.5%-39.0pp |
| Annual return | 20.82% | 373.94%-353.1pp | 258.82%-238.0pp | 345.46%-324.6pp |
| Employer contribution / active EE | $0 | $3,304-100.0% | $2,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $4,574 | $4,691-2.5% | $3,900+17.3% | $5,851-21.8% |
| Admin fee / account holder | $4,737 | $6,244-24.1% | $4,914-3.6% | $11,601-59.2% |