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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 | $138,669 | $183,539-24.4% | $155,556-10.9% | $145,897-5.0% |
| Participation rate | 60.0% | 82.7%-22.7pp | 78.2%-18.2pp | 80.3%-20.3pp |
| Annual return | 13.34% | 61.31%-48.0pp | 64.84%-51.5pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,730 | $6,467-42.3% | $5,631-33.8% | $6,689-44.2% |
| Admin fee / account holder | $780 | $19,275-96.0% | $15,885-95.1% | $13,390-94.2% |