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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 | $25,746 | $159,978-83.9% | $147,041-82.5% | $145,978-82.4% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 10.85% | 98.36%-87.5pp | 419.21%-408.4pp | 550.52%-539.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,712 | $8,429-8.5% | $8,071-4.4% | $6,690+15.3% |
| Admin fee / account holder | $2,993 | $15,053-80.1% | $13,006-77.0% | $13,400-77.7% |