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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 | $52,378 | $183,988-71.5% | $162,177-67.7% | $152,897-65.7% |
| Participation rate | 45.5% | 88.5%-43.1pp | 87.6%-42.1pp | 82.5%-37.0pp |
| Annual return | 18.61% | 150.79%-132.2pp | 115.60%-97.0pp | 345.43%-326.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,318 | $8,032-58.7% | $7,297-54.5% | $5,851-43.3% |
| Admin fee / account holder | $11,291 | $13,123-14.0% | $10,843+4.1% | $11,599-2.7% |