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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 | $48,276 | $176,105-72.6% | $159,474-69.7% | $167,536-71.2% |
| Participation rate | 53.3% | 85.0%-31.6pp | 82.8%-29.5pp | 82.1%-28.8pp |
| Annual return | 16.11% | 331.91%-315.8pp | 263.68%-247.6pp | 478.82%-462.7pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $6,088 | $7,751-21.5% | $7,353-17.2% | $6,342-4.0% |
| Admin fee / account holder | $2,750 | $12,559-78.1% | $10,802-74.5% | $12,315-77.7% |