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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 | $57,645 | $176,105-67.3% | $159,474-63.9% | $167,536-65.6% |
| Participation rate | 41.7% | 85.0%-43.3pp | 82.8%-41.2pp | 82.1%-40.4pp |
| Annual return | 15.12% | 331.91%-316.8pp | 263.68%-248.6pp | 478.82%-463.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $9,906 | $7,751+27.8% | $7,353+34.7% | $6,342+56.2% |
| Admin fee / account holder | $7,162 | $12,559-43.0% | $10,802-33.7% | $12,315-41.8% |