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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 | $105,404 | $148,623-29.1% | $135,974-22.5% | $139,466-24.4% |
| Participation rate | 39.1% | 83.9%-44.7pp | 81.9%-42.8pp | 80.3%-41.2pp |
| Annual return | 16.33% | 79.30%-63.0pp | 68.30%-52.0pp | 373.66%-357.3pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $5,700 | $8,103-29.7% | $7,760-26.6% | $6,712-15.1% |
| Admin fee / account holder | $7,896 | $12,406-36.4% | $10,767-26.7% | $11,409-30.8% |