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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 | $136,840 | $160,040-14.5% | $147,096-7.0% | $145,877-6.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.52% | 98.49%-88.0pp | 419.75%-409.2pp | 551.28%-540.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,062 | $8,429-39.9% | $8,071-37.3% | $6,691-24.3% |
| Admin fee / account holder | $15,783 | $15,050+4.9% | $13,005+21.4% | $13,402+17.8% |