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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 | $125,938 | $226,090-44.3% | $182,531-31.0% | $152,885-17.6% |
| Participation rate | 60.0% | 82.5%-22.5pp | 78.0%-18.0pp | 82.5%-22.5pp |
| Annual return | 27.71% | 192.57%-164.9pp | 148.57%-120.9pp | 345.39%-317.7pp |
| Employer contribution / active EE | $0 | $4,978-100.0% | $4,075-100.0% | $4,763-100.0% |
| Participant deferral / active EE | $7,621 | $6,369+19.7% | $5,525+37.9% | $5,851+30.3% |
| Admin fee / account holder | $633 | $10,705-94.1% | $8,593-92.6% | $11,598-94.5% |