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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 | $105,425 | $159,934-34.1% | $147,005-28.3% | $145,959-27.8% |
| Participation rate | 38.5% | 84.0%-45.5pp | 82.2%-43.7pp | 80.3%-41.8pp |
| Annual return | 10.84% | 98.24%-87.4pp | 418.76%-407.9pp | 561.95%-551.1pp |
| Employer contribution / active EE | $2,190 | $5,287-58.6% | $4,934-55.6% | $4,661-53.0% |
| Participant deferral / active EE | $7,134 | $8,427-15.3% | $8,070-11.6% | $6,689+6.7% |
| Admin fee / account holder | $2,309 | $15,053-84.7% | $13,006-82.2% | $13,398-82.8% |