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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 | $76,401 | $148,582-48.6% | $135,942-43.8% | $139,456-45.2% |
| Participation rate | 57.1% | 83.9%-26.7pp | 81.9%-24.8pp | 80.3%-23.2pp |
| Annual return | 16.97% | 79.26%-62.3pp | 68.28%-51.3pp | 373.45%-356.5pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $4,739 | $8,101-41.5% | $7,759-38.9% | $6,711-29.4% |
| Admin fee / account holder | $13,569 | $12,402+9.4% | $10,764+26.1% | $11,407+19.0% |