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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 | $95,143 | $166,131-42.7% | $164,975-42.3% | $145,877-34.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 16.68% | 100.37%-83.7pp | 70.12%-53.4pp | 551.28%-534.6pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,152 | $6,962-11.6% | $6,033+2.0% | $6,691-8.1% |
| Admin fee / account holder | $1,624 | $16,648-90.2% | $12,688-87.2% | $13,402-87.9% |