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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 | $120,976 | $160,040-24.4% | $147,096-17.8% | $145,877-17.1% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 13.13% | 98.49%-85.4pp | 419.75%-406.6pp | 551.28%-538.2pp |
| Employer contribution / active EE | $2,082 | $5,289-60.6% | $4,936-57.8% | $4,663-55.3% |
| Participant deferral / active EE | $5,119 | $8,429-39.3% | $8,071-36.6% | $6,691-23.5% |
| Admin fee / account holder | $614 | $15,050-95.9% | $13,005-95.3% | $13,402-95.4% |