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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 | $153,076 | $160,028-4.3% | $147,080+4.1% | $145,884+4.9% |
| Participation rate | 52.9% | 84.0%-31.1pp | 82.2%-29.2pp | 80.3%-27.4pp |
| Annual return | 20.24% | 98.60%-78.4pp | 420.17%-399.9pp | 551.85%-531.6pp |
| Employer contribution / active EE | $3,244 | $5,286-38.6% | $4,933-34.2% | $4,662-30.4% |
| Participant deferral / active EE | $6,793 | $8,422-19.3% | $8,066-15.8% | $6,690+1.5% |
| Admin fee / account holder | $8,487 | $15,030-43.5% | $12,989-34.7% | $13,392-36.6% |