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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 | $31,054 | $217,432-85.7% | $185,849-83.3% | $167,536-81.5% |
| Participation rate | 27.8% | 86.1%-58.3pp | 81.7%-53.9pp | 82.1%-54.3pp |
| Annual return | 21.14% | 148.42%-127.3pp | 122.10%-101.0pp | 478.82%-457.7pp |
| Employer contribution / active EE | $0 | $5,875-100.0% | $5,169-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,613 | $6,357-43.2% | $5,569-35.1% | $6,342-43.0% |
| Admin fee / account holder | $571 | $19,818-97.1% | $16,244-96.5% | $12,315-95.4% |