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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 | $97,790 | $159,934-38.9% | $147,005-33.5% | $145,959-33.0% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-12.9pp | 80.3%-11.1pp |
| Annual return | 15.37% | 98.24%-82.9pp | 418.76%-403.4pp | 561.95%-546.6pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $13,338 | $8,427+58.3% | $8,070+65.3% | $6,689+99.4% |
| Admin fee / account holder | $5,606 | $15,053-62.8% | $13,006-56.9% | $13,398-58.2% |