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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 | $85,173 | $159,978-46.8% | $147,041-42.1% | $145,978-41.7% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 16.28% | 98.36%-82.1pp | 419.21%-402.9pp | 550.52%-534.2pp |
| Employer contribution / active EE | $3,770 | $5,288-28.7% | $4,935-23.6% | $4,662-19.1% |
| Participant deferral / active EE | $7,765 | $8,429-7.9% | $8,071-3.8% | $6,690+16.1% |
| Admin fee / account holder | $3,160 | $15,053-79.0% | $13,006-75.7% | $13,400-76.4% |