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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 | $103,986 | $217,432-52.2% | $185,849-44.0% | $167,536-37.9% |
| Participation rate | 63.6% | 86.1%-22.4pp | 81.7%-18.1pp | 82.1%-18.5pp |
| Annual return | 9.10% | 148.42%-139.3pp | 122.10%-113.0pp | 478.82%-469.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,014 | $6,357-36.9% | $5,569-27.9% | $6,342-36.7% |
| Admin fee / account holder | $316 | $19,818-98.4% | $16,244-98.1% | $12,315-97.4% |