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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 | $175,980 | $160,040+10.0% | $147,096+19.6% | $145,877+20.6% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 18.35% | 98.49%-80.1pp | 419.75%-401.4pp | 551.28%-532.9pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $6,876 | $8,429-18.4% | $8,071-14.8% | $6,691+2.8% |
| Admin fee / account holder | $2,770 | $15,050-81.6% | $13,005-78.7% | $13,402-79.3% |