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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 | $187,692 | $166,268+12.9% | $165,100+13.7% | $145,897+28.6% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.80% | 100.52%-89.7pp | 70.21%-59.4pp | 552.29%-541.5pp |
| Employer contribution / active EE | $0 | $5,284-100.0% | $4,348-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,810 | $6,964+12.1% | $6,035+29.4% | $6,689+16.8% |
| Admin fee / account holder | $13,816 | $16,659-17.1% | $12,696+8.8% | $13,390+3.2% |