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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 | $200,187 | $160,028+25.1% | $147,080+36.1% | $145,884+37.2% |
| Participation rate | 37.5% | 84.0%-46.5pp | 82.2%-44.7pp | 80.3%-42.8pp |
| Annual return | 19.43% | 98.60%-79.2pp | 420.17%-400.7pp | 551.85%-532.4pp |
| Employer contribution / active EE | $0 | $5,286-100.0% | $4,933-100.0% | $4,662-100.0% |
| Participant deferral / active EE | $11,131 | $8,422+32.2% | $8,066+38.0% | $6,690+66.4% |
| Admin fee / account holder | $6,221 | $15,030-58.6% | $12,989-52.1% | $13,392-53.5% |