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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 | $160,040-20.7% | $147,096-13.7% | $145,877-13.0% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.69% | 98.49%-84.8pp | 419.75%-406.1pp | 551.28%-537.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $21,814 | $8,429+158.8% | $8,071+170.3% | $6,691+226.0% |
| Admin fee / account holder | $39,174 | $15,050+160.3% | $13,005+201.2% | $13,402+192.3% |