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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 | $22,255 | $176,105-87.4% | $159,474-86.0% | $167,536-86.7% |
| Participation rate | 35.7% | 85.0%-49.2pp | 82.8%-47.1pp | 82.1%-46.4pp |
| Annual return | 17.96% | 331.91%-313.9pp | 263.68%-245.7pp | 478.82%-460.9pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $4,109 | $7,751-47.0% | $7,353-44.1% | $6,342-35.2% |
| Admin fee / account holder | $632 | $12,559-95.0% | $10,802-94.1% | $12,315-94.9% |