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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 | $150,272 | $107,941+39.2% | $91,994+63.3% | $152,897-1.7% |
| Participation rate | 55.0% | 81.2%-26.2pp | 78.6%-23.6pp | 82.5%-27.5pp |
| Annual return | 27.63% | 89.28%-61.6pp | 69.04%-41.4pp | 345.43%-317.8pp |
| Employer contribution / active EE | $0 | $4,212-100.0% | $3,453-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,349 | $6,366+15.5% | $5,924+24.1% | $5,851+25.6% |
| Admin fee / account holder | $1,481 | $10,521-85.9% | $7,744-80.9% | $11,599-87.2% |