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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 | $115,277 | $159,978-27.9% | $147,041-21.6% | $145,978-21.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 12.08% | 98.36%-86.3pp | 419.21%-407.1pp | 550.52%-538.4pp |
| Employer contribution / active EE | $3,138 | $5,288-40.7% | $4,935-36.4% | $4,662-32.7% |
| Participant deferral / active EE | $5,862 | $8,429-30.4% | $8,071-27.4% | $6,690-12.4% |
| Admin fee / account holder | $10,535 | $15,053-30.0% | $13,006-19.0% | $13,400-21.4% |