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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 | $183,592-55.2% | $155,574-47.1% | $145,877-43.6% |
| Participation rate | 35.0% | 82.7%-47.7pp | 78.2%-43.2pp | 80.3%-45.3pp |
| Annual return | 32.44% | 61.37%-28.9pp | 64.87%-32.4pp | 551.28%-518.8pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $8,031 | $6,466+24.2% | $5,629+42.7% | $6,691+20.0% |
| Admin fee / account holder | $6,035 | $19,316-68.8% | $15,914-62.1% | $13,402-55.0% |