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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 | $28,012 | $160,070-82.5% | $147,117-81.0% | $145,897-80.8% |
| Participation rate | 36.4% | 84.0%-47.7pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 15.37% | 98.69%-83.3pp | 420.54%-405.2pp | 552.29%-536.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,299 | $8,419-48.9% | $8,065-46.7% | $6,689-35.7% |
| Admin fee / account holder | $2,855 | $15,035-81.0% | $12,993-78.0% | $13,390-78.7% |