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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 | $129,781 | $184,000-29.5% | $162,185-20.0% | $152,909-15.1% |
| Participation rate | 40.0% | 88.5%-48.5pp | 87.6%-47.6pp | 82.5%-42.5pp |
| Annual return | 25.38% | 150.80%-125.4pp | 115.61%-90.2pp | 345.46%-320.1pp |
| Employer contribution / active EE | $0 | $6,370-100.0% | $5,613-100.0% | $4,764-100.0% |
| Participant deferral / active EE | $3,800 | $8,033-52.7% | $7,297-47.9% | $5,851-35.1% |
| Admin fee / account holder | $620 | $13,124-95.3% | $10,844-94.3% | $11,601-94.7% |