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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 | $125,046 | $159,934-21.8% | $147,005-14.9% | $145,959-14.3% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 10.18% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $1,317 | $5,287-75.1% | $4,934-73.3% | $4,661-71.8% |
| Participant deferral / active EE | $5,156 | $8,427-38.8% | $8,070-36.1% | $6,689-22.9% |
| Admin fee / account holder | $2,903 | $15,053-80.7% | $13,006-77.7% | $13,398-78.3% |