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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 | $64,442 | $227,291-71.6% | $214,702-70.0% | $155,188-58.5% |
| Participation rate | 62.5% | 88.0%-25.5pp | 87.5%-25.0pp | 80.8%-18.3pp |
| Annual return | 9.78% | 60.08%-50.3pp | 54.55%-44.8pp | 148.84%-139.1pp |
| Employer contribution / active EE | $0 | $6,772-100.0% | $6,461-100.0% | $4,248-100.0% |
| Participant deferral / active EE | $5,338 | $9,582-44.3% | $9,147-41.6% | $6,531-18.3% |
| Admin fee / account holder | $7,749 | $20,413-62.0% | $19,830-60.9% | $14,480-46.5% |