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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 | $113,917 | $160,070-28.8% | $147,117-22.6% | $145,897-21.9% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 23.24% | 98.69%-75.4pp | 420.54%-397.3pp | 552.29%-529.0pp |
| Employer contribution / active EE | $2,966 | $5,285-43.9% | $4,932-39.9% | $4,663-36.4% |
| Participant deferral / active EE | $6,122 | $8,419-27.3% | $8,065-24.1% | $6,689-8.5% |
| Admin fee / account holder | $940 | $15,035-93.8% | $12,993-92.8% | $13,390-93.0% |