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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 | $55,067 | $160,070-65.6% | $147,117-62.6% | $145,897-62.3% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 10.73% | 98.69%-88.0pp | 420.54%-409.8pp | 552.29%-541.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,155 | $8,419-38.8% | $8,065-36.1% | $6,689-22.9% |
| Admin fee / account holder | $2,291 | $15,035-84.8% | $12,993-82.4% | $13,390-82.9% |