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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 | $135,535 | $160,028-15.3% | $147,080-7.8% | $145,884-7.1% |
| Participation rate | 42.9% | 84.0%-41.2pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 16.53% | 98.60%-82.1pp | 420.17%-403.6pp | 551.85%-535.3pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $3,286 | $8,422-61.0% | $8,066-59.3% | $6,690-50.9% |
| Admin fee / account holder | $1,615 | $15,030-89.3% | $12,989-87.6% | $13,392-87.9% |