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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 | $63,724 | $148,623-57.1% | $135,974-53.1% | $139,466-54.3% |
| Participation rate | 58.8% | 83.9%-25.0pp | 81.9%-23.1pp | 80.3%-21.5pp |
| Annual return | 43.90% | 79.30%-35.4pp | 68.30%-24.4pp | 373.66%-329.8pp |
| Employer contribution / active EE | $0 | $5,246-100.0% | $4,859-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $11,966 | $8,103+47.7% | $7,760+54.2% | $6,712+78.3% |
| Admin fee / account holder | $3,042 | $12,406-75.5% | $10,767-71.7% | $11,409-73.3% |