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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 | $101,867 | $197,637-48.5% | $177,848-42.7% | $158,982-35.9% |
| Participation rate | 57.1% | 88.5%-31.4pp | 87.7%-30.6pp | 82.0%-24.8pp |
| Annual return | 26.43% | 58.77%-32.3pp | 48.33%-21.9pp | 302.99%-276.6pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $9,934 | $8,405+18.2% | $7,714+28.8% | $5,983+66.0% |
| Admin fee / account holder | $1,736 | $15,406-88.7% | $12,431-86.0% | $11,252-84.6% |