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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 | $75,690 | $180,749-58.1% | $160,784-52.9% | $137,256-44.9% |
| Participation rate | 57.1% | 80.0%-22.8pp | 77.0%-19.8pp | 80.0%-22.8pp |
| Annual return | 18.86% | 2234.46%-2215.6pp | 1803.92%-1785.1pp | 220.34%-201.5pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $5,904 | $6,844-13.7% | $6,293-6.2% | $6,407-7.9% |
| Admin fee / account holder | $11,246 | $10,397+8.2% | $9,717+15.7% | $12,270-8.3% |