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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 | $46,007 | $159,978-71.2% | $147,041-68.7% | $145,978-68.5% |
| Participation rate | 31.6% | 84.0%-52.4pp | 82.2%-50.6pp | 80.3%-48.7pp |
| Annual return | 11.83% | 98.36%-86.5pp | 419.21%-407.4pp | 550.52%-538.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,572 | $8,429-45.8% | $8,071-43.3% | $6,690-31.7% |
| Admin fee / account holder | $2,343 | $15,053-84.4% | $13,006-82.0% | $13,400-82.5% |