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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 | $60,644 | $160,070-62.1% | $147,117-58.8% | $145,897-58.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 38.29% | 98.69%-60.4pp | 420.54%-382.2pp | 552.29%-514.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $24,412 | $8,419+189.9% | $8,065+202.7% | $6,689+264.9% |
| Admin fee / account holder | $8,454 | $15,035-43.8% | $12,993-34.9% | $13,390-36.9% |