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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 | $112,654 | $159,934-29.6% | $147,005-23.4% | $145,959-22.8% |
| Participation rate | 39.1% | 84.0%-44.9pp | 82.2%-43.0pp | 80.3%-41.2pp |
| Annual return | 16.74% | 98.24%-81.5pp | 418.76%-402.0pp | 561.95%-545.2pp |
| Employer contribution / active EE | $2,275 | $5,287-57.0% | $4,934-53.9% | $4,661-51.2% |
| Participant deferral / active EE | $6,930 | $8,427-17.8% | $8,070-14.1% | $6,689+3.6% |
| Admin fee / account holder | $3,125 | $15,053-79.2% | $13,006-76.0% | $13,398-76.7% |