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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 | $116,481 | $160,070-27.2% | $147,117-20.8% | $145,897-20.2% |
| Participation rate | 14.3% | 84.0%-69.7pp | 82.2%-67.9pp | 80.3%-66.0pp |
| Annual return | 18.15% | 98.69%-80.5pp | 420.54%-402.4pp | 552.29%-534.1pp |
| Employer contribution / active EE | $2,063 | $5,285-61.0% | $4,932-58.2% | $4,663-55.7% |
| Participant deferral / active EE | $6,599 | $8,419-21.6% | $8,065-18.2% | $6,689-1.4% |
| Admin fee / account holder | $18,716 | $15,035+24.5% | $12,993+44.0% | $13,390+39.8% |