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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 | $19,066 | $160,028-88.1% | $147,080-87.0% | $145,884-86.9% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 67.10% | 98.60%-31.5pp | 420.17%-353.1pp | 551.85%-484.7pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,360 | $8,422-60.1% | $8,066-58.4% | $6,690-49.8% |
| Admin fee / account holder | $1,111 | $15,030-92.6% | $12,989-91.4% | $13,392-91.7% |