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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 | $119,607 | $212,386-43.7% | $199,883-40.2% | $138,895-13.9% |
| Participation rate | 62.5% | 87.4%-24.9pp | 86.8%-24.3pp | 79.9%-17.4pp |
| Annual return | 19.28% | 47.75%-28.5pp | 43.81%-24.5pp | 145.39%-126.1pp |
| Employer contribution / active EE | $0 | $6,625-100.0% | $6,261-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $5,680 | $9,617-40.9% | $9,138-37.8% | $6,396-11.2% |
| Admin fee / account holder | $1,623 | $18,233-91.1% | $17,268-90.6% | $12,562-87.1% |