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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 | $91,744 | $160,070-42.7% | $147,117-37.6% | $145,897-37.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.60% | 98.69%-82.1pp | 420.54%-403.9pp | 552.29%-535.7pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,232 | $8,419-49.7% | $8,065-47.5% | $6,689-36.7% |
| Admin fee / account holder | $373 | $15,035-97.5% | $12,993-97.1% | $13,390-97.2% |