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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 | $160,070-14.5% | $147,117-7.0% | $145,897-6.2% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.52% | 98.69%-88.2pp | 420.54%-410.0pp | 552.29%-541.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $5,062 | $8,419-39.9% | $8,065-37.2% | $6,689-24.3% |
| Admin fee / account holder | $15,783 | $15,035+5.0% | $12,993+21.5% | $13,390+17.9% |