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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 | $48,928 | $111,878-56.3% | $93,727-47.8% | $145,897-66.5% |
| Participation rate | 46.7% | 74.2%-27.5pp | 68.7%-22.0pp | 80.3%-33.6pp |
| Annual return | 10.31% | 204.28%-194.0pp | 133.83%-123.5pp | 552.29%-542.0pp |
| Employer contribution / active EE | $0 | $3,092-100.0% | $2,421-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,430 | $4,920+30.7% | $4,417+45.6% | $6,689-3.9% |
| Admin fee / account holder | $705 | $10,256-93.1% | $8,292-91.5% | $13,390-94.7% |