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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 | $95,338 | $166,242-42.7% | $165,071-42.2% | $145,884-34.6% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.35% | 100.44%-87.1pp | 70.17%-56.8pp | 551.85%-538.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,426 | $6,964-7.7% | $6,035+6.5% | $6,690-3.9% |
| Admin fee / account holder | $11,200 | $16,658-32.8% | $12,695-11.8% | $13,392-16.4% |