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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 | $139,623 | $160,040-12.8% | $147,096-5.1% | $145,877-4.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 12.62% | 98.49%-85.9pp | 419.75%-407.1pp | 551.28%-538.7pp |
| Employer contribution / active EE | $2,543 | $5,289-51.9% | $4,936-48.5% | $4,663-45.5% |
| Participant deferral / active EE | $5,093 | $8,429-39.6% | $8,071-36.9% | $6,691-23.9% |
| Admin fee / account holder | $1,250 | $15,050-91.7% | $13,005-90.4% | $13,402-90.7% |