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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 | $63,118 | $159,978-60.5% | $147,041-57.1% | $145,978-56.8% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 25.81% | 98.36%-72.6pp | 419.21%-393.4pp | 550.52%-524.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,162 | $8,429-15.0% | $8,071-11.3% | $6,690+7.1% |
| Admin fee / account holder | $1,311 | $15,053-91.3% | $13,006-89.9% | $13,400-90.2% |