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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 | $160,070-38.7% | $147,117-33.3% | $145,897-32.8% |
| Participation rate | 64.7% | 84.0%-19.3pp | 82.2%-17.5pp | 80.3%-15.6pp |
| Annual return | 18.63% | 98.69%-80.1pp | 420.54%-401.9pp | 552.29%-533.7pp |
| Employer contribution / active EE | $1,142 | $5,285-78.4% | $4,932-76.8% | $4,663-75.5% |
| Participant deferral / active EE | $10,629 | $8,419+26.2% | $8,065+31.8% | $6,689+58.9% |
| Admin fee / account holder | $6,393 | $15,035-57.5% | $12,993-50.8% | $13,390-52.3% |