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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 | $61,042 | $226,135-73.0% | $182,558-66.6% | $152,909-60.1% |
| Participation rate | 36.8% | 82.5%-45.6pp | 78.0%-41.1pp | 82.5%-45.6pp |
| Annual return | 25.09% | 192.60%-167.5pp | 148.59%-123.5pp | 345.46%-320.4pp |
| Employer contribution / active EE | $0 | $4,979-100.0% | $4,076-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $2,067 | $6,371-67.6% | $5,526-62.6% | $5,851-64.7% |
| Admin fee / account holder | $3,691 | $10,707-65.5% | $8,594-57.1% | $11,601-68.2% |