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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 | $132,043 | $183,988-28.2% | $162,177-18.6% | $152,897-13.6% |
| Participation rate | 68.2% | 88.5%-20.3pp | 87.6%-19.4pp | 82.5%-14.3pp |
| Annual return | 24.65% | 150.79%-126.1pp | 115.60%-91.0pp | 345.43%-320.8pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $7,222 | $8,032-10.1% | $7,297-1.0% | $5,851+23.4% |
| Admin fee / account holder | $593 | $13,123-95.5% | $10,843-94.5% | $11,599-94.9% |