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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 | $130,228 | $112,112+16.2% | $95,956+35.7% | $158,950-18.1% |
| Participation rate | 35.7% | 79.0%-43.3pp | 77.1%-41.4pp | 82.0%-46.2pp |
| Annual return | 10.69% | 171.15%-160.5pp | 91.63%-80.9pp | 302.91%-292.2pp |
| Employer contribution / active EE | $0 | $3,199-100.0% | $2,541-100.0% | $4,762-100.0% |
| Participant deferral / active EE | $4,674 | $4,784-2.3% | $4,167+12.2% | $5,983-21.9% |
| Admin fee / account holder | $450 | $10,134-95.6% | $6,797-93.4% | $11,248-96.0% |