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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 | $17,840 | $202,440-91.2% | $169,390-89.5% | $139,466-87.2% |
| Participation rate | 50.0% | 81.1%-31.1pp | 77.2%-27.2pp | 80.3%-30.3pp |
| Annual return | 60.71% | 532.36%-471.7pp | 406.07%-345.4pp | 373.66%-313.0pp |
| Employer contribution / active EE | $0 | $4,693-100.0% | $4,013-100.0% | $4,754-100.0% |
| Participant deferral / active EE | $4,730 | $6,940-31.9% | $6,222-24.0% | $6,712-29.5% |
| Admin fee / account holder | $2,824 | $10,722-73.7% | $9,015-68.7% | $11,409-75.2% |