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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 | $141,241 | $121,656+16.1% | $104,614+35.0% | $158,950-11.1% |
| Participation rate | 40.0% | 77.5%-37.5pp | 74.1%-34.1pp | 82.0%-42.0pp |
| Annual return | 14.78% | 465.51%-450.7pp | 340.56%-325.8pp | 302.91%-288.1pp |
| Employer contribution / active EE | $0 | $3,164-100.0% | $2,681-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $6,000 | $4,177+43.6% | $3,739+60.5% | $5,983+0.3% |
| Admin fee / account holder | $1,040 | $7,775-86.6% | $6,464-83.9% | $11,248-90.8% |