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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 | $159,978-54.1% | $147,041-50.1% | $145,978-49.7% |
| Participation rate | 52.4% | 84.0%-31.6pp | 82.2%-29.8pp | 80.3%-27.9pp |
| Annual return | 154.23% | 98.36%+55.9pp | 419.21%-265.0pp | 550.52%-396.3pp |
| Employer contribution / active EE | $0 | $5,288-100.0% | $4,935-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $12,142 | $8,429+44.1% | $8,071+50.4% | $6,690+81.5% |
| Admin fee / account holder | $14,604 | $15,053-3.0% | $13,006+12.3% | $13,400+9.0% |