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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 | $137,485 | $209,422-34.4% | $178,503-23.0% | $158,982-13.5% |
| Participation rate | 30.8% | 86.4%-55.6pp | 81.9%-51.2pp | 82.0%-51.2pp |
| Annual return | 8.35% | 188.81%-180.5pp | 151.12%-142.8pp | 302.99%-294.6pp |
| Employer contribution / active EE | $0 | $5,707-100.0% | $5,011-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $2,132 | $5,955-64.2% | $5,202-59.0% | $5,983-64.4% |
| Admin fee / account holder | $17,303 | $17,079+1.3% | $13,987+23.7% | $11,252+53.8% |