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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 | $117,810 | $176,120-33.1% | $159,487-26.1% | $167,553-29.7% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 20.88% | 331.95%-311.1pp | 263.71%-242.8pp | 478.89%-458.0pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,205 | $7,752-20.0% | $7,354-15.6% | $6,343-2.2% |
| Admin fee / account holder | $5,526 | $12,561-56.0% | $10,804-48.8% | $12,316-55.1% |