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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 | $34,146 | $209,428-83.7% | $178,498-80.9% | $158,950-78.5% |
| Participation rate | 30.0% | 86.4%-56.4pp | 81.9%-51.9pp | 82.0%-52.0pp |
| Annual return | 8.99% | 188.78%-179.8pp | 151.09%-142.1pp | 302.91%-293.9pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $2,214 | $5,955-62.8% | $5,202-57.4% | $5,983-63.0% |
| Admin fee / account holder | $387 | $17,077-97.7% | $13,985-97.2% | $11,248-96.6% |