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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 | $17,429 | $138,102-87.4% | $125,381-86.1% | $134,532-87.0% |
| Participation rate | 47.1% | 84.5%-37.4pp | 82.4%-35.3pp | 81.2%-34.2pp |
| Annual return | 18.01% | 750.73%-732.7pp | 572.31%-554.3pp | 418.27%-400.3pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,815-100.0% | $4,741-100.0% |
| Participant deferral / active EE | $6,355 | $7,801-18.5% | $7,448-14.7% | $6,401-0.7% |
| Admin fee / account holder | $7,931 | $11,568-31.4% | $10,007-20.7% | $11,429-30.6% |