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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 | $101,297 | $129,737-21.9% | $119,126-15.0% | $154,746-34.5% |
| Participation rate | 47.1% | 78.9%-31.8pp | 75.8%-28.7pp | 80.7%-33.6pp |
| Annual return | 16.74% | 379.08%-362.3pp | 282.11%-265.4pp | 172.34%-155.6pp |
| Employer contribution / active EE | $0 | $4,375-100.0% | $4,034-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,126 | $5,842-63.6% | $5,318-60.0% | $6,730-68.4% |
| Admin fee / account holder | $1,167 | $11,961-90.2% | $10,693-89.1% | $14,365-91.9% |