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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 | $39,199 | $160,070-75.5% | $147,117-73.4% | $145,897-73.1% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 11.82% | 98.69%-86.9pp | 420.54%-408.7pp | 552.29%-540.5pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,467 | $8,419-46.9% | $8,065-44.6% | $6,689-33.2% |
| Admin fee / account holder | $7,290 | $15,035-51.5% | $12,993-43.9% | $13,390-45.6% |