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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 | $52,826 | $197,637-73.3% | $177,848-70.3% | $158,982-66.8% |
| Participation rate | 69.2% | 88.5%-19.3pp | 87.7%-18.5pp | 82.0%-12.7pp |
| Annual return | 12.69% | 58.77%-46.1pp | 48.33%-35.6pp | 302.99%-290.3pp |
| Employer contribution / active EE | $0 | $6,698-100.0% | $5,919-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $3,610 | $8,405-57.0% | $7,714-53.2% | $5,983-39.7% |
| Admin fee / account holder | $2,938 | $15,406-80.9% | $12,431-76.4% | $11,252-73.9% |