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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 | $129,902 | $160,028-18.8% | $147,080-11.7% | $145,884-11.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 15.01% | 98.60%-83.6pp | 420.17%-405.2pp | 551.85%-536.8pp |
| Employer contribution / active EE | $2,732 | $5,286-48.3% | $4,933-44.6% | $4,662-41.4% |
| Participant deferral / active EE | $9,381 | $8,422+11.4% | $8,066+16.3% | $6,690+40.2% |
| Admin fee / account holder | $703 | $15,030-95.3% | $12,989-94.6% | $13,392-94.7% |