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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 | $68,739 | $227,399-69.8% | $189,758-63.8% | $198,609-65.4% |
| Participation rate | 42.9% | 84.0%-41.1pp | 79.8%-36.9pp | 82.4%-39.5pp |
| Annual return | 13.09% | 61.03%-47.9pp | 52.62%-39.5pp | 202.70%-189.6pp |
| Employer contribution / active EE | $0 | $5,526-100.0% | $4,767-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $6,073 | $6,837-11.2% | $5,856+3.7% | $6,977-13.0% |
| Admin fee / account holder | $7,352 | $25,162-70.8% | $20,388-63.9% | $19,030-61.4% |