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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 | $82,366 | $171,492-52.0% | $150,734-45.4% | $198,609-58.5% |
| Participation rate | 61.9% | 81.4%-19.5pp | 78.4%-16.5pp | 82.4%-20.5pp |
| Annual return | 19.32% | 804.70%-785.4pp | 600.81%-581.5pp | 202.70%-183.4pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $5,728 | $6,259-8.5% | $5,610+2.1% | $6,977-17.9% |
| Admin fee / account holder | $4,099 | $17,628-76.7% | $14,905-72.5% | $19,030-78.5% |