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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 | $65,917 | $107,363-38.6% | $92,909-29.1% | $152,897-56.9% |
| Participation rate | 47.1% | 79.8%-32.7pp | 76.0%-28.9pp | 82.5%-35.4pp |
| Annual return | 22.37% | 145.63%-123.3pp | 109.44%-87.1pp | 345.43%-323.1pp |
| Employer contribution / active EE | $0 | $4,222-100.0% | $3,653-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $1,575 | $4,848-67.5% | $4,238-62.8% | $5,851-73.1% |
| Admin fee / account holder | $536 | $7,082-92.4% | $5,795-90.8% | $11,599-95.4% |