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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 | $78,319 | $166,089-52.8% | $164,928-52.5% | $145,978-46.3% |
| Participation rate | 60.0% | 82.0%-22.0pp | 78.6%-18.6pp | 80.3%-20.3pp |
| Annual return | 13.52% | 100.26%-86.7pp | 70.08%-56.6pp | 550.52%-537.0pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,515 | $6,961-49.5% | $6,034-41.7% | $6,690-47.5% |
| Admin fee / account holder | $1,019 | $16,641-93.9% | $12,684-92.0% | $13,400-92.4% |