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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 | $142,020 | $160,070-11.3% | $147,117-3.5% | $145,897-2.7% |
| Participation rate | 27.3% | 84.0%-56.8pp | 82.2%-54.9pp | 80.3%-53.0pp |
| Annual return | 18.10% | 98.69%-80.6pp | 420.54%-402.4pp | 552.29%-534.2pp |
| Employer contribution / active EE | $1,422 | $5,285-73.1% | $4,932-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $3,432 | $8,419-59.2% | $8,065-57.4% | $6,689-48.7% |
| Admin fee / account holder | $1,019 | $15,035-93.2% | $12,993-92.2% | $13,390-92.4% |