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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 | $26,161 | $176,105-85.1% | $159,474-83.6% | $167,536-84.4% |
| Participation rate | 56.3% | 85.0%-28.7pp | 82.8%-26.6pp | 82.1%-25.9pp |
| Annual return | 13.34% | 331.91%-318.6pp | 263.68%-250.3pp | 478.82%-465.5pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,525 | $7,751-54.5% | $7,353-52.1% | $6,342-44.4% |
| Admin fee / account holder | $348 | $12,559-97.2% | $10,802-96.8% | $12,315-97.2% |