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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 | $99,154 | $176,105-43.7% | $159,474-37.8% | $167,536-40.8% |
| Participation rate | 69.6% | 85.0%-15.4pp | 82.8%-13.3pp | 82.1%-12.5pp |
| Annual return | 14.43% | 331.91%-317.5pp | 263.68%-249.3pp | 478.82%-464.4pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $3,970 | $7,751-48.8% | $7,353-46.0% | $6,342-37.4% |
| Admin fee / account holder | $983 | $12,559-92.2% | $10,802-90.9% | $12,315-92.0% |