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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 | $168,242 | $159,978+5.2% | $147,041+14.4% | $145,978+15.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.82% | 98.36%-85.5pp | 419.21%-406.4pp | 550.52%-537.7pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $7,073 | $8,429-16.1% | $8,071-12.4% | $6,690+5.7% |
| Admin fee / account holder | $1,894 | $15,053-87.4% | $13,006-85.4% | $13,400-85.9% |