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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 | $81,830 | $160,070-48.9% | $147,117-44.4% | $145,897-43.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 20.41% | 98.69%-78.3pp | 420.54%-400.1pp | 552.29%-531.9pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,314 | $8,419+22.5% | $8,065+27.9% | $6,689+54.2% |
| Admin fee / account holder | $488 | $15,035-96.8% | $12,993-96.2% | $13,390-96.4% |