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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 | $106,699 | $166,131-35.8% | $164,975-35.3% | $145,877-26.9% |
| Participation rate | 28.6% | 82.0%-53.4pp | 78.6%-50.0pp | 80.3%-51.7pp |
| Annual return | 23.89% | 100.37%-76.5pp | 70.12%-46.2pp | 551.28%-527.4pp |
| Employer contribution / active EE | $0 | $5,276-100.0% | $4,343-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,304 | $6,962-23.8% | $6,033-12.1% | $6,691-20.7% |
| Admin fee / account holder | $9,153 | $16,648-45.0% | $12,688-27.9% | $13,402-31.7% |