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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 | $98,560 | $166,089-40.7% | $164,928-40.2% | $145,978-32.5% |
| Participation rate | 66.7% | 82.0%-15.3pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 13.89% | 100.26%-86.4pp | 70.08%-56.2pp | 550.52%-536.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,395 | $6,961-51.2% | $6,034-43.7% | $6,690-49.3% |
| Admin fee / account holder | $3,522 | $16,641-78.8% | $12,684-72.2% | $13,400-73.7% |