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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 | $128,777 | $160,070-19.5% | $147,117-12.5% | $145,897-11.7% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 20.28% | 98.69%-78.4pp | 420.54%-400.3pp | 552.29%-532.0pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $2,901 | $8,419-65.5% | $8,065-64.0% | $6,689-56.6% |
| Admin fee / account holder | $615 | $15,035-95.9% | $12,993-95.3% | $13,390-95.4% |