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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 | $63,077 | $148,629-57.6% | $135,982-53.6% | $139,487-54.8% |
| Participation rate | 62.5% | 83.9%-21.4pp | 81.9%-19.4pp | 80.3%-17.8pp |
| Annual return | 14.19% | 79.33%-65.1pp | 68.32%-54.1pp | 373.84%-359.7pp |
| Employer contribution / active EE | $0 | $5,247-100.0% | $4,859-100.0% | $4,755-100.0% |
| Participant deferral / active EE | $11,901 | $8,102+46.9% | $7,760+53.4% | $6,713+77.3% |
| Admin fee / account holder | $2,960 | $12,406-76.1% | $10,767-72.5% | $11,407-74.1% |