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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 | $46,153 | $209,425-78.0% | $178,499-74.1% | $158,966-71.0% |
| Participation rate | 68.4% | 86.4%-17.9pp | 81.9%-13.5pp | 82.0%-13.5pp |
| Annual return | 11.91% | 188.80%-176.9pp | 151.10%-139.2pp | 302.95%-291.0pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,419 | $5,955+7.8% | $5,202+23.4% | $5,983+7.3% |
| Admin fee / account holder | $800 | $17,078-95.3% | $13,986-94.3% | $11,250-92.9% |