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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 | $157,614 | $160,040-1.5% | $147,096+7.2% | $145,877+8.0% |
| Participation rate | 61.1% | 84.0%-22.9pp | 82.2%-21.1pp | 80.3%-19.2pp |
| Annual return | 13.54% | 98.49%-85.0pp | 419.75%-406.2pp | 551.28%-537.7pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,790 | $8,429-55.0% | $8,071-53.0% | $6,691-43.4% |
| Admin fee / account holder | $14,555 | $15,050-3.3% | $13,005+11.9% | $13,402+8.6% |