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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 | $65,362 | $160,040-59.2% | $147,096-55.6% | $145,877-55.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 24.08% | 98.49%-74.4pp | 419.75%-395.7pp | 551.28%-527.2pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,788 | $8,429-43.2% | $8,071-40.7% | $6,691-28.4% |
| Admin fee / account holder | $4,771 | $15,050-68.3% | $13,005-63.3% | $13,402-64.4% |