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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 | $69,477 | $144,130-51.8% | $117,861-41.1% | $147,586-52.9% |
| Participation rate | 69.2% | 83.4%-14.2pp | 79.7%-10.4pp | 82.8%-13.6pp |
| Annual return | 15.84% | 531.20%-515.4pp | 335.11%-319.3pp | 578.59%-562.8pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,054 | $5,316-61.4% | $4,482-54.2% | $5,439-62.2% |
| Admin fee / account holder | $813 | $10,887-92.5% | $8,021-89.9% | $10,886-92.5% |