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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 | $79,739 | $176,120-54.7% | $159,487-50.0% | $167,553-52.4% |
| Participation rate | 33.3% | 85.0%-51.6pp | 82.8%-49.5pp | 82.1%-48.8pp |
| Annual return | 13.18% | 331.95%-318.8pp | 263.71%-250.5pp | 478.89%-465.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,007 | $7,752-22.5% | $7,354-18.3% | $6,343-5.3% |
| Admin fee / account holder | $788 | $12,561-93.7% | $10,804-92.7% | $12,316-93.6% |