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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 | $117,314 | $166,242-29.4% | $165,071-28.9% | $145,884-19.6% |
| Participation rate | 50.0% | 82.0%-32.0pp | 78.6%-28.6pp | 80.3%-30.3pp |
| Annual return | 15.18% | 100.44%-85.3pp | 70.17%-55.0pp | 551.85%-536.7pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,511 | $6,964-20.9% | $6,035-8.7% | $6,690-17.6% |
| Admin fee / account holder | $481 | $16,658-97.1% | $12,695-96.2% | $13,392-96.4% |