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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 | $70,072 | $166,268-57.9% | $165,100-57.6% | $145,897-52.0% |
| Participation rate | 69.6% | 82.0%-12.5pp | 78.6%-9.1pp | 80.3%-10.7pp |
| Annual return | 14.10% | 100.52%-86.4pp | 70.21%-56.1pp | 552.29%-538.2pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,425 | $6,964-36.5% | $6,035-26.7% | $6,689-33.8% |
| Admin fee / account holder | $1,394 | $16,659-91.6% | $12,696-89.0% | $13,390-89.6% |