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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 | $163,641 | $176,120-7.1% | $159,487+2.6% | $167,553-2.3% |
| Participation rate | 54.5% | 85.0%-30.4pp | 82.8%-28.3pp | 82.1%-27.6pp |
| Annual return | 13.70% | 331.95%-318.2pp | 263.71%-250.0pp | 478.89%-465.2pp |
| Employer contribution / active EE | $0 | $5,299-100.0% | $4,831-100.0% | $4,840-100.0% |
| Participant deferral / active EE | $4,492 | $7,752-42.1% | $7,354-38.9% | $6,343-29.2% |
| Admin fee / account holder | $11,387 | $12,561-9.3% | $10,804+5.4% | $12,316-7.5% |