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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 | $126,982 | $160,070-20.7% | $147,117-13.7% | $145,897-13.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.69% | 98.69%-85.0pp | 420.54%-406.8pp | 552.29%-538.6pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,814 | $8,419+159.1% | $8,065+170.5% | $6,689+226.1% |
| Admin fee / account holder | $39,174 | $15,035+160.5% | $12,993+201.5% | $13,390+192.6% |