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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 | $75,878 | $125,184-39.4% | $105,607-28.2% | $145,884-48.0% |
| Participation rate | 31.6% | 77.6%-46.1pp | 75.3%-43.7pp | 80.3%-48.7pp |
| Annual return | 18.28% | 225.00%-206.7pp | 116.11%-97.8pp | 551.85%-533.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,618 | $5,714-54.2% | $5,011-47.8% | $6,690-60.9% |
| Admin fee / account holder | $1,438 | $17,133-91.6% | $10,958-86.9% | $13,392-89.3% |