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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 | $159,934-87.1% | $147,005-86.0% | $145,959-85.9% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 20.54% | 98.24%-77.7pp | 418.76%-398.2pp | 561.95%-541.4pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $3,503 | $8,427-58.4% | $8,070-56.6% | $6,689-47.6% |
| Admin fee / account holder | $2,840 | $15,053-81.1% | $13,006-78.2% | $13,398-78.8% |