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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 | $44,906 | $160,070-71.9% | $147,117-69.5% | $145,897-69.2% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.8pp |
| Annual return | 10.80% | 98.69%-87.9pp | 420.54%-409.7pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,085 | $8,419-63.4% | $8,065-61.7% | $6,689-53.9% |
| Admin fee / account holder | $3,607 | $15,035-76.0% | $12,993-72.2% | $13,390-73.1% |