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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 | $147,702 | $160,070-7.7% | $147,117+0.4% | $145,897+1.2% |
| Participation rate | 16.7% | 84.0%-67.4pp | 82.2%-65.5pp | 80.3%-63.6pp |
| Annual return | 20.54% | 98.69%-78.2pp | 420.54%-400.0pp | 552.29%-531.8pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $10,952 | $8,419+30.1% | $8,065+35.8% | $6,689+63.7% |
| Admin fee / account holder | $609 | $15,035-96.0% | $12,993-95.3% | $13,390-95.5% |