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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 | $141,897 | $160,040-11.3% | $147,096-3.5% | $145,877-2.7% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.90% | 98.49%-86.6pp | 419.75%-407.8pp | 551.28%-539.4pp |
| Employer contribution / active EE | $2,635 | $5,289-50.2% | $4,936-46.6% | $4,663-43.5% |
| Participant deferral / active EE | $10,719 | $8,429+27.2% | $8,071+32.8% | $6,691+60.2% |
| Admin fee / account holder | $13,726 | $15,050-8.8% | $13,005+5.5% | $13,402+2.4% |