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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 | $76,166 | $166,268-54.2% | $165,100-53.9% | $145,897-47.8% |
| Participation rate | 57.9% | 82.0%-24.1pp | 78.6%-20.7pp | 80.3%-22.4pp |
| Annual return | 53.09% | 100.52%-47.4pp | 70.21%-17.1pp | 552.29%-499.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,227 | $6,964-10.6% | $6,035+3.2% | $6,689-6.9% |
| Admin fee / account holder | $9,868 | $16,659-40.8% | $12,696-22.3% | $13,390-26.3% |