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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 | $64,862 | $166,089-60.9% | $164,928-60.7% | $145,978-55.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 11.79% | 100.26%-88.5pp | 70.08%-58.3pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $6,055 | $6,961-13.0% | $6,034+0.4% | $6,690-9.5% |
| Admin fee / account holder | $1,772 | $16,641-89.4% | $12,684-86.0% | $13,400-86.8% |