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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 | $118,431 | $159,934-26.0% | $147,005-19.4% | $145,959-18.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.08% | 98.24%-86.2pp | 418.76%-406.7pp | 561.95%-549.9pp |
| Employer contribution / active EE | $1,423 | $5,287-73.1% | $4,934-71.2% | $4,661-69.5% |
| Participant deferral / active EE | $2,986 | $8,427-64.6% | $8,070-63.0% | $6,689-55.4% |
| Admin fee / account holder | $5,000 | $15,053-66.8% | $13,006-61.6% | $13,398-62.7% |