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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 | $82,336 | $183,539-55.1% | $155,556-47.1% | $145,897-43.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 32.44% | 61.31%-28.9pp | 64.84%-32.4pp | 552.29%-519.9pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,031 | $6,467+24.2% | $5,631+42.6% | $6,689+20.1% |
| Admin fee / account holder | $6,035 | $19,275-68.7% | $15,885-62.0% | $13,390-54.9% |