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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 | $54,135 | $176,077-69.3% | $159,455-66.0% | $167,518-67.7% |
| Participation rate | 47.8% | 84.9%-37.1pp | 82.8%-35.0pp | 82.1%-34.3pp |
| Annual return | 17.65% | 331.83%-314.2pp | 263.63%-246.0pp | 478.71%-461.1pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $5,536 | $7,751-28.6% | $7,353-24.7% | $6,342-12.7% |
| Admin fee / account holder | $1,156 | $12,556-90.8% | $10,800-89.3% | $12,312-90.6% |