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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 | $202,681 | $160,040+26.6% | $147,096+37.8% | $145,877+38.9% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 14.30% | 98.49%-84.2pp | 419.75%-405.4pp | 551.28%-537.0pp |
| Employer contribution / active EE | $0 | $5,289-100.0% | $4,936-100.0% | $4,663-100.0% |
| Participant deferral / active EE | $7,223 | $8,429-14.3% | $8,071-10.5% | $6,691+8.0% |
| Admin fee / account holder | $970 | $15,050-93.6% | $13,005-92.5% | $13,402-92.8% |