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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 | $105,505 | $166,131-36.5% | $164,975-36.0% | $145,877-27.7% |
| Participation rate | 61.5% | 82.0%-20.5pp | 78.6%-17.1pp | 80.3%-18.8pp |
| Annual return | 20.49% | 100.37%-79.9pp | 70.12%-49.6pp | 551.28%-530.8pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,355 | $6,962-37.5% | $6,033-27.8% | $6,691-34.9% |
| Admin fee / account holder | $2,692 | $16,648-83.8% | $12,688-78.8% | $13,402-79.9% |