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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 | $66,828 | $208,088-67.9% | $186,193-64.1% | $154,746-56.8% |
| Participation rate | 58.8% | 80.0%-21.2pp | 77.1%-18.3pp | 80.7%-21.9pp |
| Annual return | 9.64% | 89.97%-80.3pp | 78.03%-68.4pp | 172.34%-162.7pp |
| Employer contribution / active EE | $0 | $4,340-100.0% | $3,918-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $4,085 | $7,078-42.3% | $6,513-37.3% | $6,730-39.3% |
| Admin fee / account holder | $2,435 | $11,698-79.2% | $11,058-78.0% | $14,365-83.1% |