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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 | $81,379 | $102,595-20.7% | $94,057-13.5% | $154,746-47.4% |
| Participation rate | 27.3% | 76.0%-48.7pp | 73.3%-46.1pp | 80.7%-53.4pp |
| Annual return | 12.93% | 583.42%-570.5pp | 480.62%-467.7pp | 172.34%-159.4pp |
| Employer contribution / active EE | $0 | $3,147-100.0% | $2,933-100.0% | $4,379-100.0% |
| Participant deferral / active EE | $2,571 | $5,118-49.8% | $4,709-45.4% | $6,730-61.8% |
| Admin fee / account holder | $2,181 | $7,736-71.8% | $7,244-69.9% | $14,365-84.8% |