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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 | $166,242-42.8% | $165,071-42.4% | $145,884-34.8% |
| Participation rate | 58.3% | 82.0%-23.7pp | 78.6%-20.3pp | 80.3%-22.0pp |
| Annual return | 16.68% | 100.44%-83.8pp | 70.17%-53.5pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,152 | $6,964-11.7% | $6,035+1.9% | $6,690-8.0% |
| Admin fee / account holder | $1,624 | $16,658-90.2% | $12,695-87.2% | $13,392-87.9% |