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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 | $57,711 | $160,028-63.9% | $147,080-60.8% | $145,884-60.4% |
| Participation rate | 29.4% | 84.0%-54.6pp | 82.2%-52.8pp | 80.3%-50.9pp |
| Annual return | 22.79% | 98.60%-75.8pp | 420.17%-397.4pp | 551.85%-529.1pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,586 | $8,422-33.7% | $8,066-30.7% | $6,690-16.5% |
| Admin fee / account holder | $301 | $15,030-98.0% | $12,989-97.7% | $13,392-97.8% |