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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 | $85,508 | $166,242-48.6% | $165,071-48.2% | $145,884-41.4% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 18.43% | 100.44%-82.0pp | 70.17%-51.7pp | 551.85%-533.4pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,673 | $6,964-18.5% | $6,035-6.0% | $6,690-15.2% |
| Admin fee / account holder | $830 | $16,658-95.0% | $12,695-93.5% | $13,392-93.8% |