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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 | $128,777 | $159,934-19.5% | $147,005-12.4% | $145,959-11.8% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 20.28% | 98.24%-78.0pp | 418.76%-398.5pp | 561.95%-541.7pp |
| Employer contribution / active EE | $0 | $5,287-100.0% | $4,934-100.0% | $4,661-100.0% |
| Participant deferral / active EE | $2,901 | $8,427-65.6% | $8,070-64.1% | $6,689-56.6% |
| Admin fee / account holder | $615 | $15,053-95.9% | $13,006-95.3% | $13,398-95.4% |