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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 | $133,507 | $159,978-16.5% | $147,041-9.2% | $145,978-8.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 17.20% | 98.36%-81.2pp | 419.21%-402.0pp | 550.52%-533.3pp |
| Employer contribution / active EE | $1,990 | $5,288-62.4% | $4,935-59.7% | $4,662-57.3% |
| Participant deferral / active EE | $6,385 | $8,429-24.2% | $8,071-20.9% | $6,690-4.6% |
| Admin fee / account holder | $6,251 | $15,053-58.5% | $13,006-51.9% | $13,400-53.3% |