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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 | $44,105 | $226,046-80.5% | $182,508-75.8% | $152,870-71.1% |
| Participation rate | 52.2% | 82.5%-30.3pp | 78.0%-25.8pp | 82.4%-30.3pp |
| Annual return | 20.95% | 192.52%-171.6pp | 148.54%-127.6pp | 345.34%-324.4pp |
| Employer contribution / active EE | $0 | $4,977-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $5,638 | $6,368-11.5% | $5,525+2.1% | $5,850-3.6% |
| Admin fee / account holder | $522 | $10,704-95.1% | $8,592-93.9% | $11,597-95.5% |