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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 | $82,437 | $226,105-63.5% | $182,540-54.8% | $152,897-46.1% |
| Participation rate | 28.6% | 82.5%-53.9pp | 78.0%-49.4pp | 82.5%-53.9pp |
| Annual return | 26.59% | 192.58%-166.0pp | 148.58%-122.0pp | 345.43%-318.8pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,720 | $6,370-41.6% | $5,525-32.7% | $5,851-36.4% |
| Admin fee / account holder | $3,503 | $10,706-67.3% | $8,593-59.2% | $11,599-69.8% |