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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 | $57,001 | $166,131-65.7% | $164,975-65.4% | $145,877-60.9% |
| Participation rate | 64.3% | 82.0%-17.7pp | 78.6%-14.3pp | 80.3%-16.0pp |
| Annual return | 17.75% | 100.37%-82.6pp | 70.12%-52.4pp | 551.28%-533.5pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,970 | $6,962-28.6% | $6,033-17.6% | $6,691-25.7% |
| Admin fee / account holder | $1,108 | $16,648-93.3% | $12,688-91.3% | $13,402-91.7% |