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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 | $24,661 | $176,105-86.0% | $159,474-84.5% | $167,536-85.3% |
| Participation rate | 52.9% | 85.0%-32.0pp | 82.8%-29.9pp | 82.1%-29.2pp |
| Annual return | 19.19% | 331.91%-312.7pp | 263.68%-244.5pp | 478.82%-459.6pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,015 | $7,751-48.2% | $7,353-45.4% | $6,342-36.7% |
| Admin fee / account holder | $1,076 | $12,559-91.4% | $10,802-90.0% | $12,315-91.3% |