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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 | $159,978-11.3% | $147,041-3.5% | $145,978-2.8% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.90% | 98.36%-86.5pp | 419.21%-407.3pp | 550.52%-538.6pp |
| Employer contribution / active EE | $2,635 | $5,288-50.2% | $4,935-46.6% | $4,662-43.5% |
| Participant deferral / active EE | $10,719 | $8,429+27.2% | $8,071+32.8% | $6,690+60.2% |
| Admin fee / account holder | $13,726 | $15,053-8.8% | $13,006+5.5% | $13,400+2.4% |