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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 | $68,102 | $144,130-52.7% | $117,861-42.2% | $147,586-53.9% |
| Participation rate | 66.7% | 83.4%-16.8pp | 79.7%-13.0pp | 82.8%-16.2pp |
| Annual return | 15.56% | 531.20%-515.6pp | 335.11%-319.5pp | 578.59%-563.0pp |
| Employer contribution / active EE | $0 | $4,897-100.0% | $3,786-100.0% | $4,876-100.0% |
| Participant deferral / active EE | $5,897 | $5,316+10.9% | $4,482+31.6% | $5,439+8.4% |
| Admin fee / account holder | $5,214 | $10,887-52.1% | $8,021-35.0% | $10,886-52.1% |