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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 | $40,435 | $197,637-79.5% | $177,848-77.3% | $158,982-74.6% |
| Participation rate | 60.0% | 88.5%-28.5pp | 87.7%-27.7pp | 82.0%-22.0pp |
| Annual return | 14.84% | 58.77%-43.9pp | 48.33%-33.5pp | 302.99%-288.2pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,637 | $8,405-9.1% | $7,714-1.0% | $5,983+27.6% |
| Admin fee / account holder | $968 | $15,406-93.7% | $12,431-92.2% | $11,252-91.4% |