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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 | $152,058 | $160,040-5.0% | $147,096+3.4% | $145,877+4.2% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 12.51% | 98.49%-86.0pp | 419.75%-407.2pp | 551.28%-538.8pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,976 | $8,429-5.4% | $8,071-1.2% | $6,691+19.2% |
| Admin fee / account holder | $12,199 | $15,050-18.9% | $13,005-6.2% | $13,402-9.0% |