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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 | $47,937 | $176,105-72.8% | $159,474-69.9% | $167,536-71.4% |
| Participation rate | 35.3% | 85.0%-49.7pp | 82.8%-47.5pp | 82.1%-46.8pp |
| Annual return | 15.49% | 331.91%-316.4pp | 263.68%-248.2pp | 478.82%-463.3pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $2,741 | $7,751-64.6% | $7,353-62.7% | $6,342-56.8% |
| Admin fee / account holder | $1,007 | $12,559-92.0% | $10,802-90.7% | $12,315-91.8% |