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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 | $164,380 | $171,492-4.1% | $150,734+9.1% | $198,609-17.2% |
| Participation rate | 66.7% | 81.4%-14.7pp | 78.4%-11.8pp | 82.4%-15.7pp |
| Annual return | 15.40% | 804.70%-789.3pp | 600.81%-585.4pp | 202.70%-187.3pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $23,167 | $6,259+270.1% | $5,610+313.0% | $6,977+232.1% |
| Admin fee / account holder | $1,367 | $17,628-92.2% | $14,905-90.8% | $19,030-92.8% |