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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 | $128,019 | $160,070-20.0% | $147,117-13.0% | $145,897-12.3% |
| Participation rate | 69.6% | 84.0%-14.5pp | 82.2%-12.6pp | 80.3%-10.7pp |
| Annual return | 14.62% | 98.69%-84.1pp | 420.54%-405.9pp | 552.29%-537.7pp |
| Employer contribution / active EE | $2,285 | $5,285-56.8% | $4,932-53.7% | $4,663-51.0% |
| Participant deferral / active EE | $5,703 | $8,419-32.3% | $8,065-29.3% | $6,689-14.7% |
| Admin fee / account holder | $14,750 | $15,035-1.9% | $12,993+13.5% | $13,390+10.2% |