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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 | $120,933 | $160,070-24.4% | $147,117-17.8% | $145,897-17.1% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 27.22% | 98.69%-71.5pp | 420.54%-393.3pp | 552.29%-525.1pp |
| Employer contribution / active EE | $5,368 | $5,285+1.6% | $4,932+8.8% | $4,663+15.1% |
| Participant deferral / active EE | $12,367 | $8,419+46.9% | $8,065+53.3% | $6,689+84.9% |
| Admin fee / account holder | $4,294 | $15,035-71.4% | $12,993-66.9% | $13,390-67.9% |