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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 | $89,900 | $166,242-45.9% | $165,071-45.5% | $145,884-38.4% |
| Participation rate | 66.7% | 82.0%-15.4pp | 78.6%-12.0pp | 80.3%-13.6pp |
| Annual return | 10.25% | 100.44%-90.2pp | 70.17%-59.9pp | 551.85%-541.6pp |
| Employer contribution / active EE | $1,129 | $5,283-78.6% | $4,347-74.0% | $4,662-75.8% |
| Participant deferral / active EE | $5,464 | $6,964-21.5% | $6,035-9.5% | $6,690-18.3% |
| Admin fee / account holder | $1,080 | $16,658-93.5% | $12,695-91.5% | $13,392-91.9% |