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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 | $131,896 | $160,070-17.6% | $147,117-10.3% | $145,897-9.6% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.2pp |
| Annual return | 12.67% | 98.69%-86.0pp | 420.54%-407.9pp | 552.29%-539.6pp |
| Employer contribution / active EE | $4,572 | $5,285-13.5% | $4,932-7.3% | $4,663-1.9% |
| Participant deferral / active EE | $9,158 | $8,419+8.8% | $8,065+13.6% | $6,689+36.9% |
| Admin fee / account holder | $991 | $15,035-93.4% | $12,993-92.4% | $13,390-92.6% |