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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 | $119,215 | $160,070-25.5% | $147,117-19.0% | $145,897-18.3% |
| Participation rate | 54.5% | 84.0%-29.5pp | 82.2%-27.6pp | 80.3%-25.8pp |
| Annual return | 14.49% | 98.69%-84.2pp | 420.54%-406.1pp | 552.29%-537.8pp |
| Employer contribution / active EE | $2,191 | $5,285-58.5% | $4,932-55.6% | $4,663-53.0% |
| Participant deferral / active EE | $7,096 | $8,419-15.7% | $8,065-12.0% | $6,689+6.1% |
| Admin fee / account holder | $968 | $15,035-93.6% | $12,993-92.5% | $13,390-92.8% |