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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 | $135,762 | $171,492-20.8% | $150,734-9.9% | $198,609-31.6% |
| Participation rate | 41.2% | 81.4%-40.2pp | 78.4%-37.3pp | 82.4%-41.2pp |
| Annual return | 11.89% | 804.70%-792.8pp | 600.81%-588.9pp | 202.70%-190.8pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $4,174 | $6,259-33.3% | $5,610-25.6% | $6,977-40.2% |
| Admin fee / account holder | $16,738 | $17,628-5.0% | $14,905+12.3% | $19,030-12.0% |