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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 | $138,345 | $160,028-13.5% | $147,080-5.9% | $145,884-5.2% |
| Participation rate | 69.2% | 84.0%-14.8pp | 82.2%-13.0pp | 80.3%-11.1pp |
| Annual return | 12.62% | 98.60%-86.0pp | 420.17%-407.5pp | 551.85%-539.2pp |
| Employer contribution / active EE | $3,144 | $5,286-40.5% | $4,933-36.3% | $4,662-32.6% |
| Participant deferral / active EE | $7,663 | $8,422-9.0% | $8,066-5.0% | $6,690+14.5% |
| Admin fee / account holder | $9,781 | $15,030-34.9% | $12,989-24.7% | $13,392-27.0% |