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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 | $194,434 | $160,028+21.5% | $147,080+32.2% | $145,884+33.3% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 12.84% | 98.60%-85.8pp | 420.17%-407.3pp | 551.85%-539.0pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $5,792 | $8,422-31.2% | $8,066-28.2% | $6,690-13.4% |
| Admin fee / account holder | $9,970 | $15,030-33.7% | $12,989-23.2% | $13,392-25.5% |