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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 | $91,744 | $160,028-42.7% | $147,080-37.6% | $145,884-37.1% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 16.60% | 98.60%-82.0pp | 420.17%-403.6pp | 551.85%-535.2pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,232 | $8,422-49.8% | $8,066-47.5% | $6,690-36.7% |
| Admin fee / account holder | $373 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |