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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 | $131,147 | $166,242-21.1% | $165,071-20.6% | $145,884-10.1% |
| Participation rate | 29.2% | 82.0%-52.9pp | 78.6%-49.5pp | 80.3%-51.1pp |
| Annual return | 23.31% | 100.44%-77.1pp | 70.17%-46.9pp | 551.85%-528.5pp |
| Employer contribution / active EE | $0 | $5,283-100.0% | $4,347-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,870 | $6,964-58.8% | $6,035-52.4% | $6,690-57.1% |
| Admin fee / account holder | $899 | $16,658-94.6% | $12,695-92.9% | $13,392-93.3% |