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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 | $119,425 | $160,070-25.4% | $147,117-18.8% | $145,897-18.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 17.96% | 98.69%-80.7pp | 420.54%-402.6pp | 552.29%-534.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,586 | $8,419-45.5% | $8,065-43.1% | $6,689-31.4% |
| Admin fee / account holder | $1,051 | $15,035-93.0% | $12,993-91.9% | $13,390-92.2% |