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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 | $99,486 | $160,070-37.8% | $147,117-32.4% | $145,897-31.8% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 24.89% | 98.69%-73.8pp | 420.54%-395.6pp | 552.29%-527.4pp |
| Employer contribution / active EE | $3,006 | $5,285-43.1% | $4,932-39.1% | $4,663-35.5% |
| Participant deferral / active EE | $7,178 | $8,419-14.7% | $8,065-11.0% | $6,689+7.3% |
| Admin fee / account holder | $3,133 | $15,035-79.2% | $12,993-75.9% | $13,390-76.6% |