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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 | $66,698 | $185,883-64.1% | $170,043-60.8% | $139,466-52.2% |
| Participation rate | 62.5% | 87.8%-25.3pp | 87.0%-24.5pp | 80.3%-17.8pp |
| Annual return | 18.85% | 60.54%-41.7pp | 53.40%-34.6pp | 373.66%-354.8pp |
| Employer contribution / active EE | $0 | $7,596-100.0% | $6,790-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $9,231 | $11,626-20.6% | $10,410-11.3% | $6,712+37.5% |
| Admin fee / account holder | $677 | $15,393-95.6% | $12,824-94.7% | $11,409-94.1% |