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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 | $137,531 | $171,492-19.8% | $150,734-8.8% | $198,609-30.8% |
| Participation rate | 65.0% | 81.4%-16.4pp | 78.4%-13.4pp | 82.4%-17.4pp |
| Annual return | 14.06% | 804.70%-790.6pp | 600.81%-586.7pp | 202.70%-188.6pp |
| Employer contribution / active EE | $0 | $5,470-100.0% | $4,918-100.0% | $5,055-100.0% |
| Participant deferral / active EE | $3,516 | $6,259-43.8% | $5,610-37.3% | $6,977-49.6% |
| Admin fee / account holder | $6,567 | $17,628-62.7% | $14,905-55.9% | $19,030-65.5% |