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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 | $39,058 | $148,582-73.7% | $135,942-71.3% | $139,456-72.0% |
| Participation rate | 56.5% | 83.9%-27.3pp | 81.9%-25.4pp | 80.3%-23.8pp |
| Annual return | 45.75% | 79.26%-33.5pp | 68.28%-22.5pp | 373.45%-327.7pp |
| Employer contribution / active EE | $0 | $5,245-100.0% | $4,858-100.0% | $4,753-100.0% |
| Participant deferral / active EE | $14,777 | $8,101+82.4% | $7,759+90.5% | $6,711+120.2% |
| Admin fee / account holder | $4,102 | $12,402-66.9% | $10,764-61.9% | $11,407-64.0% |