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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 | $127,250 | $160,070-20.5% | $147,117-13.5% | $145,897-12.8% |
| Participation rate | 23.5% | 84.0%-60.5pp | 82.2%-58.7pp | 80.3%-56.8pp |
| Annual return | 12.24% | 98.69%-86.5pp | 420.54%-408.3pp | 552.29%-540.1pp |
| Employer contribution / active EE | $1,515 | $5,285-71.3% | $4,932-69.3% | $4,663-67.5% |
| Participant deferral / active EE | $3,955 | $8,419-53.0% | $8,065-51.0% | $6,689-40.9% |
| Admin fee / account holder | $11,848 | $15,035-21.2% | $12,993-8.8% | $13,390-11.5% |