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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 | $74,653 | $183,539-59.3% | $155,556-52.0% | $145,897-48.8% |
| Participation rate | 43.8% | 82.7%-39.0pp | 78.2%-34.5pp | 80.3%-36.6pp |
| Annual return | 11.85% | 61.31%-49.5pp | 64.84%-53.0pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,215 | $6,467-34.8% | $5,631-25.1% | $6,689-37.0% |
| Admin fee / account holder | $1,005 | $19,275-94.8% | $15,885-93.7% | $13,390-92.5% |