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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 | $66,147 | $108,897-39.3% | $100,378-34.1% | $145,877-54.7% |
| Participation rate | 66.7% | 83.0%-16.3pp | 81.5%-14.8pp | 80.3%-13.6pp |
| Annual return | 19.23% | 58.17%-38.9pp | 49.41%-30.2pp | 551.28%-532.1pp |
| Employer contribution / active EE | $0 | $4,420-100.0% | $3,942-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $11,750 | $8,455+39.0% | $8,087+45.3% | $6,691+75.6% |
| Admin fee / account holder | $822 | $9,690-91.5% | $7,899-89.6% | $13,402-93.9% |