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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 | $192,122 | $160,040+20.0% | $147,096+30.6% | $145,877+31.7% |
| Participation rate | 53.3% | 84.0%-30.7pp | 82.2%-28.8pp | 80.3%-27.0pp |
| Annual return | 11.68% | 98.49%-86.8pp | 419.75%-408.1pp | 551.28%-539.6pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,807 | $8,429-54.8% | $8,071-52.8% | $6,691-43.1% |
| Admin fee / account holder | $446 | $15,050-97.0% | $13,005-96.6% | $13,402-96.7% |