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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 | $65,227 | $157,304-58.5% | $141,197-53.8% | $152,909-57.3% |
| Participation rate | 60.9% | 84.8%-24.0pp | 82.5%-21.6pp | 82.5%-21.6pp |
| Annual return | 21.53% | 64.34%-42.8pp | 71.41%-49.9pp | 345.46%-323.9pp |
| Employer contribution / active EE | $0 | $5,263-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $10,691 | $7,111+50.3% | $6,710+59.3% | $5,851+82.7% |
| Admin fee / account holder | $1,022 | $12,126-91.6% | $10,265-90.0% | $11,601-91.2% |