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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 | $160,070-32.8% | $147,117-26.9% | $145,897-26.3% |
| Participation rate | 56.3% | 84.0%-27.8pp | 82.2%-25.9pp | 80.3%-24.1pp |
| Annual return | 16.55% | 98.69%-82.1pp | 420.54%-404.0pp | 552.29%-535.7pp |
| Employer contribution / active EE | $2,734 | $5,285-48.3% | $4,932-44.6% | $4,663-41.4% |
| Participant deferral / active EE | $4,900 | $8,419-41.8% | $8,065-39.2% | $6,689-26.7% |
| Admin fee / account holder | $6,663 | $15,035-55.7% | $12,993-48.7% | $13,390-50.2% |