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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 | $126,519-62.2% | $106,201-54.9% | $145,959-67.2% |
| Participation rate | 57.1% | 77.7%-20.5pp | 75.3%-18.1pp | 80.3%-23.1pp |
| Annual return | 10.73% | 225.10%-214.4pp | 116.26%-105.5pp | 561.95%-551.2pp |
| Employer contribution / active EE | $0 | $3,726-100.0% | $3,170-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $6,765 | $5,716+18.4% | $5,012+35.0% | $6,689+1.1% |
| Admin fee / account holder | $7,918 | $17,312-54.3% | $11,039-28.3% | $13,398-40.9% |