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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 | $65,657 | $184,014-64.3% | $161,149-59.3% | $138,895-52.7% |
| Participation rate | 36.8% | 82.1%-45.2pp | 78.8%-42.0pp | 79.9%-43.1pp |
| Annual return | 97.62% | 21.52%+76.1pp | 21.16%+76.5pp | 145.39%-47.8pp |
| Employer contribution / active EE | $0 | $5,055-100.0% | $4,360-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $6,353 | $6,909-8.0% | $6,153+3.2% | $6,396-0.7% |
| Admin fee / account holder | $4,224 | $18,027-76.6% | $15,194-72.2% | $12,562-66.4% |