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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 | $23,603 | $157,296-85.0% | $141,191-83.3% | $152,897-84.6% |
| Participation rate | 42.1% | 84.8%-42.7pp | 82.5%-40.4pp | 82.5%-40.3pp |
| Annual return | 428.52% | 64.34%+364.2pp | 71.41%+357.1pp | 345.43%+83.1pp |
| Employer contribution / active EE | $0 | $5,262-100.0% | $4,736-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,553 | $7,111+6.2% | $6,710+12.6% | $5,851+29.1% |
| Admin fee / account holder | $481 | $12,125-96.0% | $10,264-95.3% | $11,599-95.8% |