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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 | $22,838 | $176,105-87.0% | $159,474-85.7% | $167,536-86.4% |
| Participation rate | 66.7% | 85.0%-18.3pp | 82.8%-16.2pp | 82.1%-15.4pp |
| Annual return | 30.65% | 331.91%-301.3pp | 263.68%-233.0pp | 478.82%-448.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,839-100.0% |
| Participant deferral / active EE | $12,950 | $7,751+67.1% | $7,353+76.1% | $6,342+104.2% |
| Admin fee / account holder | $2,252 | $12,559-82.1% | $10,802-79.2% | $12,315-81.7% |