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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 | $143,586 | $112,112+28.1% | $95,956+49.6% | $158,950-9.7% |
| Participation rate | 52.6% | 79.0%-26.3pp | 77.1%-24.4pp | 82.0%-29.3pp |
| Annual return | 10.70% | 171.15%-160.4pp | 91.63%-80.9pp | 302.91%-292.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $10,308 | $4,784+115.5% | $4,167+147.4% | $5,983+72.3% |
| Admin fee / account holder | $32,204 | $10,134+217.8% | $6,797+373.8% | $11,248+186.3% |