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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 | $134,479 | $159,978-15.9% | $147,041-8.5% | $145,978-7.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 14.34% | 98.36%-84.0pp | 419.21%-404.9pp | 550.52%-536.2pp |
| Employer contribution / active EE | $2,127 | $5,288-59.8% | $4,935-56.9% | $4,662-54.4% |
| Participant deferral / active EE | $5,828 | $8,429-30.9% | $8,071-27.8% | $6,690-12.9% |
| Admin fee / account holder | $1,412 | $15,053-90.6% | $13,006-89.1% | $13,400-89.5% |