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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 | $134,963 | $160,070-15.7% | $147,117-8.3% | $145,897-7.5% |
| Participation rate | 26.3% | 84.0%-57.7pp | 82.2%-55.9pp | 80.3%-54.0pp |
| Annual return | 27.19% | 98.69%-71.5pp | 420.54%-393.3pp | 552.29%-525.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $3,179 | $8,419-62.2% | $8,065-60.6% | $6,689-52.5% |
| Admin fee / account holder | $43,870 | $15,035+191.8% | $12,993+237.6% | $13,390+227.6% |