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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 | $126,096 | $157,304-19.8% | $141,197-10.7% | $152,909-17.5% |
| Participation rate | 53.3% | 84.8%-31.5pp | 82.5%-29.1pp | 82.5%-29.1pp |
| Annual return | 15.25% | 64.34%-49.1pp | 71.41%-56.2pp | 345.46%-330.2pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $6,119 | $7,111-13.9% | $6,710-8.8% | $5,851+4.6% |
| Admin fee / account holder | $546 | $12,126-95.5% | $10,265-94.7% | $11,601-95.3% |