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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 | $107,506 | $159,978-32.8% | $147,041-26.9% | $145,978-26.4% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.0pp |
| Annual return | 16.55% | 98.36%-81.8pp | 419.21%-402.7pp | 550.52%-534.0pp |
| Employer contribution / active EE | $2,734 | $5,288-48.3% | $4,935-44.6% | $4,662-41.3% |
| Participant deferral / active EE | $4,900 | $8,429-41.9% | $8,071-39.3% | $6,690-26.7% |
| Admin fee / account holder | $6,663 | $15,053-55.7% | $13,006-48.8% | $13,400-50.3% |