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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 | $35,294 | $160,070-78.0% | $147,117-76.0% | $145,897-75.8% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.6pp |
| Annual return | 11.89% | 98.69%-86.8pp | 420.54%-408.6pp | 552.29%-540.4pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,032 | $8,419-40.2% | $8,065-37.6% | $6,689-24.8% |
| Admin fee / account holder | $1,241 | $15,035-91.7% | $12,993-90.4% | $13,390-90.7% |