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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 | $126,500 | $160,070-21.0% | $147,117-14.0% | $145,897-13.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.72% | 98.69%-87.0pp | 420.54%-408.8pp | 552.29%-540.6pp |
| Employer contribution / active EE | $3,545 | $5,285-32.9% | $4,932-28.1% | $4,663-24.0% |
| Participant deferral / active EE | $10,317 | $8,419+22.5% | $8,065+27.9% | $6,689+54.2% |
| Admin fee / account holder | $417 | $15,035-97.2% | $12,993-96.8% | $13,390-96.9% |