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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 | $40,339 | $183,592-78.0% | $155,574-74.1% | $145,877-72.3% |
| Participation rate | 50.0% | 82.7%-32.7pp | 78.2%-28.2pp | 80.3%-30.3pp |
| Annual return | 12.13% | 61.37%-49.2pp | 64.87%-52.7pp | 551.28%-539.2pp |
| Employer contribution / active EE | $0 | $5,317-100.0% | $4,676-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,692 | $6,466+3.5% | $5,629+18.9% | $6,6910% |
| Admin fee / account holder | $2,693 | $19,316-86.1% | $15,914-83.1% | $13,402-79.9% |