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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 | $64,661 | $138,076-53.2% | $123,553-47.7% | $135,380-52.2% |
| Participation rate | 53.3% | 84.7%-31.4pp | 82.3%-29.0pp | 82.6%-29.3pp |
| Annual return | 11.61% | 153.70%-142.1pp | 119.21%-107.6pp | 519.81%-508.2pp |
| Employer contribution / active EE | $0 | $5,152-100.0% | $4,628-100.0% | $4,779-100.0% |
| Participant deferral / active EE | $4,249 | $6,800-37.5% | $6,426-33.9% | $5,609-24.3% |
| Admin fee / account holder | $13,131 | $10,917+20.3% | $9,284+41.4% | $10,828+21.3% |