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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 | $73,389 | $160,070-54.2% | $147,117-50.1% | $145,897-49.7% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 154.23% | 98.69%+55.5pp | 420.54%-266.3pp | 552.29%-398.1pp |
| Employer contribution / active EE | $0 | $5,285-100.0% | $4,932-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $12,142 | $8,419+44.2% | $8,065+50.6% | $6,689+81.5% |
| Admin fee / account holder | $14,604 | $15,035-2.9% | $12,993+12.4% | $13,390+9.1% |