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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 | $32,354 | $160,028-79.8% | $147,080-78.0% | $145,884-77.8% |
| Participation rate | 60.9% | 84.0%-23.2pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 9.99% | 98.60%-88.6pp | 420.17%-410.2pp | 551.85%-541.9pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $2,588 | $8,422-69.3% | $8,066-67.9% | $6,690-61.3% |
| Admin fee / account holder | $3,915 | $15,030-74.0% | $12,989-69.9% | $13,392-70.8% |