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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 | $78,589 | $148,623-47.1% | $135,974-42.2% | $139,466-43.7% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 16.31% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,649 | $8,103-42.6% | $7,760-40.1% | $6,712-30.7% |
| Admin fee / account holder | $7,937 | $12,406-36.0% | $10,767-26.3% | $11,409-30.4% |