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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 | $11,397 | $180,749-93.7% | $160,784-92.9% | $137,256-91.7% |
| Participation rate | 42.9% | 80.0%-37.1pp | 77.0%-34.1pp | 80.0%-37.1pp |
| Annual return | 21.19% | 2234.46%-2213.3pp | 1803.92%-1782.7pp | 220.34%-199.1pp |
| Employer contribution / active EE | $0 | $4,155-100.0% | $3,733-100.0% | $4,156-100.0% |
| Participant deferral / active EE | $1,369 | $6,844-80.0% | $6,293-78.2% | $6,407-78.6% |
| Admin fee / account holder | $478 | $10,397-95.4% | $9,717-95.1% | $12,270-96.1% |