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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 | $47,877 | $125,237-61.8% | $105,608-54.7% | $145,877-67.2% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.2pp |
| Annual return | 10.73% | 225.76%-215.0pp | 116.50%-105.8pp | 551.28%-540.6pp |
| Employer contribution / active EE | $0 | $3,720-100.0% | $3,167-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,765 | $5,711+18.5% | $5,010+35.0% | $6,691+1.1% |
| Admin fee / account holder | $7,918 | $17,287-54.2% | $11,028-28.2% | $13,402-40.9% |