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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 | $88,620 | $157,296-43.7% | $141,191-37.2% | $152,897-42.0% |
| Participation rate | 68.4% | 84.8%-16.4pp | 82.5%-14.1pp | 82.5%-14.0pp |
| Annual return | 21.69% | 64.34%-42.6pp | 71.41%-49.7pp | 345.43%-323.7pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,525 | $7,111+5.8% | $6,710+12.1% | $5,851+28.6% |
| Admin fee / account holder | $21,854 | $12,125+80.2% | $10,264+112.9% | $11,599+88.4% |