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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 | $60,012 | $217,432-72.4% | $185,851-67.7% | $167,553-64.2% |
| Participation rate | 66.7% | 86.1%-19.4pp | 81.7%-15.0pp | 82.1%-15.4pp |
| Annual return | 17.93% | 148.43%-130.5pp | 122.11%-104.2pp | 478.89%-461.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,899 | $6,357+8.5% | $5,569+23.9% | $6,343+8.8% |
| Admin fee / account holder | $6,289 | $19,820-68.3% | $16,245-61.3% | $12,316-48.9% |