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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 | $106,606 | $198,457-46.3% | $170,435-37.5% | $147,586-27.8% |
| Participation rate | 66.7% | 88.0%-21.3pp | 83.6%-16.9pp | 82.8%-16.2pp |
| Annual return | 10.05% | 257.30%-247.3pp | 205.94%-195.9pp | 578.59%-568.5pp |
| Employer contribution / active EE | $0 | $6,183-100.0% | $5,432-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $2,971 | $5,629-47.2% | $4,939-39.9% | $5,439-45.4% |
| Admin fee / account holder | $3,683 | $16,852-78.1% | $13,881-73.5% | $10,886-66.2% |