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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 | $104,652 | $148,623-29.6% | $135,974-23.0% | $139,466-25.0% |
| Participation rate | 33.3% | 83.9%-50.5pp | 81.9%-48.6pp | 80.3%-47.0pp |
| Annual return | 23.23% | 79.30%-56.1pp | 68.30%-45.1pp | 373.66%-350.4pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $2,543 | $8,103-68.6% | $7,760-67.2% | $6,712-62.1% |
| Admin fee / account holder | $659 | $12,406-94.7% | $10,767-93.9% | $11,409-94.2% |