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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 | $98,108 | $160,040-38.7% | $147,096-33.3% | $145,877-32.7% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 18.63% | 98.49%-79.9pp | 419.75%-401.1pp | 551.28%-532.7pp |
| Employer contribution / active EE | $1,142 | $5,289-78.4% | $4,936-76.9% | $4,663-75.5% |
| Participant deferral / active EE | $10,629 | $8,429+26.1% | $8,071+31.7% | $6,691+58.9% |
| Admin fee / account holder | $6,393 | $15,050-57.5% | $13,005-50.8% | $13,402-52.3% |