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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 | $25,772 | $160,040-83.9% | $147,096-82.5% | $145,877-82.3% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 26.19% | 98.49%-72.3pp | 419.75%-393.6pp | 551.28%-525.1pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,845 | $8,429-42.5% | $8,071-40.0% | $6,691-27.6% |
| Admin fee / account holder | $486 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |