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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 | $45,424 | $176,071-74.2% | $159,450-71.5% | $167,497-72.9% |
| Participation rate | 50.0% | 84.9%-34.9pp | 82.8%-32.8pp | 82.1%-32.1pp |
| Annual return | 16.27% | 331.79%-315.5pp | 263.60%-247.3pp | 478.62%-462.3pp |
| Employer contribution / active EE | $0 | $5,298-100.0% | $4,830-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $8,474 | $7,750+9.3% | $7,352+15.3% | $6,341+33.6% |
| Admin fee / account holder | $784 | $12,555-93.8% | $10,800-92.7% | $12,310-93.6% |