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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 | $178,600 | $160,070+11.6% | $147,117+21.4% | $145,897+22.4% |
| Participation rate | 22.2% | 84.0%-61.8pp | 82.2%-60.0pp | 80.3%-58.1pp |
| Annual return | 12.03% | 98.69%-86.7pp | 420.54%-408.5pp | 552.29%-540.3pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,016 | $8,419-64.2% | $8,065-62.6% | $6,689-54.9% |
| Admin fee / account holder | $2,350 | $15,035-84.4% | $12,993-81.9% | $13,390-82.5% |