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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 | $64,204 | $226,105-71.6% | $182,540-64.8% | $152,897-58.0% |
| Participation rate | 66.7% | 82.5%-15.8pp | 78.0%-11.3pp | 82.5%-15.8pp |
| Annual return | 29.73% | 192.58%-162.9pp | 148.58%-118.9pp | 345.43%-315.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,542 | $6,370-44.4% | $5,525-35.9% | $5,851-39.5% |
| Admin fee / account holder | $367 | $10,706-96.6% | $8,593-95.7% | $11,599-96.8% |