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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 | $117,611 | $160,040-26.5% | $147,096-20.0% | $145,877-19.4% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.96% | 98.49%-85.5pp | 419.75%-406.8pp | 551.28%-538.3pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $13,145 | $8,429+56.0% | $8,071+62.9% | $6,691+96.5% |
| Admin fee / account holder | $351 | $15,050-97.7% | $13,005-97.3% | $13,402-97.4% |