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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 | $172,499 | $183,539-6.0% | $155,556+10.9% | $145,897+18.2% |
| Participation rate | 54.2% | 82.7%-28.5pp | 78.2%-24.1pp | 80.3%-26.1pp |
| Annual return | 13.25% | 61.31%-48.1pp | 64.84%-51.6pp | 552.29%-539.0pp |
| Employer contribution / active EE | $0 | $5,315-100.0% | $4,675-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $4,527 | $6,467-30.0% | $5,631-19.6% | $6,689-32.3% |
| Admin fee / account holder | $8,160 | $19,275-57.7% | $15,885-48.6% | $13,390-39.1% |