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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 | $208,189 | $203,483+2.3% | $152,473+36.5% | $167,553+24.3% |
| Participation rate | 42.9% | 82.3%-39.4pp | 78.2%-35.3pp | 82.1%-39.3pp |
| Annual return | 11.92% | 13.80%-1.9pp | 757.59%-745.7pp | 478.89%-467.0pp |
| Employer contribution / active EE | $0 | $5,219-100.0% | $4,326-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $6,493 | $6,711-3.2% | $5,817+11.6% | $6,343+2.4% |
| Admin fee / account holder | $5,000 | $22,521-77.8% | $15,811-68.4% | $12,316-59.4% |