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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 | $42,880 | $159,978-73.2% | $147,041-70.8% | $145,978-70.6% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 20.05% | 98.36%-78.3pp | 419.21%-399.2pp | 550.52%-530.5pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,023 | $8,429-64.1% | $8,071-62.5% | $6,690-54.8% |
| Admin fee / account holder | $6,007 | $15,053-60.1% | $13,006-53.8% | $13,400-55.2% |