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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 | $20,602 | $160,070-87.1% | $147,117-86.0% | $145,897-85.9% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 20.54% | 98.69%-78.2pp | 420.54%-400.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,503 | $8,419-58.4% | $8,065-56.6% | $6,689-47.6% |
| Admin fee / account holder | $2,840 | $15,035-81.1% | $12,993-78.1% | $13,390-78.8% |