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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 | $199,990 | $217,427-8.0% | $185,837+7.6% | $167,518+19.4% |
| Participation rate | 42.9% | 86.0%-43.2pp | 81.7%-38.8pp | 82.1%-39.3pp |
| Annual return | 9.67% | 148.39%-138.7pp | 122.08%-112.4pp | 478.71%-469.0pp |
| Employer contribution / active EE | $0 | $5,874-100.0% | $5,168-100.0% | $4,838-100.0% |
| Participant deferral / active EE | $3,979 | $6,357-37.4% | $5,568-28.5% | $6,342-37.3% |
| Admin fee / account holder | $7,318 | $19,816-63.1% | $16,241-54.9% | $12,312-40.6% |