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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 | $91,410 | $149,040-38.7% | $120,225-24.0% | $137,256-33.4% |
| Participation rate | 30.0% | 75.4%-45.4pp | 69.6%-39.6pp | 80.0%-50.0pp |
| Annual return | 11.70% | 605.68%-594.0pp | 439.23%-427.5pp | 220.34%-208.6pp |
| Employer contribution / active EE | $0 | $4,350-100.0% | $3,475-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,158 | $4,655-75.1% | $3,999-71.0% | $6,407-81.9% |
| Admin fee / account holder | $5,618 | $6,348-11.5% | $5,696-1.4% | $12,270-54.2% |