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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 | $159,978-82.5% | $147,041-80.9% | $145,978-80.8% |
| Participation rate | 36.4% | 84.0%-47.6pp | 82.2%-45.8pp | 80.3%-43.9pp |
| Annual return | 15.37% | 98.36%-83.0pp | 419.21%-403.8pp | 550.52%-535.2pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $4,299 | $8,429-49.0% | $8,071-46.7% | $6,690-35.7% |
| Admin fee / account holder | $2,855 | $15,053-81.0% | $13,006-78.0% | $13,400-78.7% |