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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 | $166,131-48.5% | $164,975-48.2% | $145,877-41.4% |
| Participation rate | 69.6% | 82.0%-12.4pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 18.43% | 100.37%-81.9pp | 70.12%-51.7pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,673 | $6,962-18.5% | $6,033-6.0% | $6,691-15.2% |
| Admin fee / account holder | $830 | $16,648-95.0% | $12,688-93.5% | $13,402-93.8% |