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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 | $178,174-63.2% | $156,181-58.0% | $137,256-52.2% |
| Participation rate | 36.8% | 82.0%-45.2pp | 78.8%-42.0pp | 80.0%-43.1pp |
| Annual return | 97.62% | 84.19%+13.4pp | 64.87%+32.7pp | 220.34%-122.7pp |
| Employer contribution / active EE | $0 | $4,972-100.0% | $4,294-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $6,353 | $6,888-7.8% | $6,132+3.6% | $6,407-0.8% |
| Admin fee / account holder | $4,224 | $17,404-75.7% | $14,586-71.0% | $12,270-65.6% |