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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 | $104,767 | $160,070-34.5% | $147,117-28.8% | $145,897-28.2% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 13.27% | 98.69%-85.4pp | 420.54%-407.3pp | 552.29%-539.0pp |
| Employer contribution / active EE | $1,364 | $5,285-74.2% | $4,932-72.3% | $4,663-70.7% |
| Participant deferral / active EE | $4,396 | $8,419-47.8% | $8,065-45.5% | $6,689-34.3% |
| Admin fee / account holder | $984 | $15,035-93.5% | $12,993-92.4% | $13,390-92.7% |