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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 | $112,728 | $159,978-29.5% | $147,041-23.3% | $145,978-22.8% |
| Participation rate | 46.2% | 84.0%-37.9pp | 82.2%-36.0pp | 80.3%-34.1pp |
| Annual return | 15.04% | 98.36%-83.3pp | 419.21%-404.2pp | 550.52%-535.5pp |
| Employer contribution / active EE | $1,307 | $5,288-75.3% | $4,935-73.5% | $4,662-72.0% |
| Participant deferral / active EE | $3,596 | $8,429-57.3% | $8,071-55.4% | $6,690-46.2% |
| Admin fee / account holder | $7,303 | $15,053-51.5% | $13,006-43.8% | $13,400-45.5% |