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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 | $97,322 | $166,268-41.5% | $165,100-41.1% | $145,897-33.3% |
| Participation rate | 59.1% | 82.0%-22.9pp | 78.6%-19.5pp | 80.3%-21.2pp |
| Annual return | 10.87% | 100.52%-89.6pp | 70.21%-59.3pp | 552.29%-541.4pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,027 | $6,964+58.3% | $6,035+82.7% | $6,689+64.8% |
| Admin fee / account holder | $18,915 | $16,659+13.5% | $12,696+49.0% | $13,390+41.3% |