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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 | $213,785-69.3% | $185,441-64.6% | $155,188-57.7% |
| Participation rate | 36.8% | 83.2%-46.4pp | 80.3%-43.4pp | 80.8%-44.0pp |
| Annual return | 97.62% | 19.97%+77.7pp | 20.16%+77.5pp | 148.84%-51.2pp |
| Employer contribution / active EE | $0 | $5,393-100.0% | $4,672-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $6,353 | $6,864-7.4% | $6,152+3.3% | $6,531-2.7% |
| Admin fee / account holder | $4,224 | $21,134-80.0% | $17,890-76.4% | $14,480-70.8% |