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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 | $142,300 | $160,070-11.1% | $147,117-3.3% | $145,897-2.5% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 21.32% | 98.69%-77.4pp | 420.54%-399.2pp | 552.29%-531.0pp |
| Employer contribution / active EE | $3,188 | $5,285-39.7% | $4,932-35.4% | $4,663-31.6% |
| Participant deferral / active EE | $7,041 | $8,419-16.4% | $8,065-12.7% | $6,689+5.3% |
| Admin fee / account holder | $4,438 | $15,035-70.5% | $12,993-65.8% | $13,390-66.9% |