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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 | $30,682 | $156,398-80.4% | $147,318-79.2% | $138,895-77.9% |
| Participation rate | 42.1% | 83.8%-41.7pp | 82.1%-40.0pp | 79.9%-37.8pp |
| Annual return | 0.00% | 78.75%-78.7pp | 70.43%-70.4pp | 145.39%-145.4pp |
| Employer contribution / active EE | $0 | $4,853-100.0% | $4,593-100.0% | $4,194-100.0% |
| Participant deferral / active EE | $3,215 | $8,237-61.0% | $7,906-59.3% | $6,396-49.7% |
| Admin fee / account holder | $342 | $14,976-97.7% | $13,708-97.5% | $12,562-97.3% |