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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 | $121,567 | $160,040-24.0% | $147,096-17.4% | $145,877-16.7% |
| Participation rate | 41.7% | 84.0%-42.4pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 16.35% | 98.49%-82.1pp | 419.75%-403.4pp | 551.28%-534.9pp |
| Employer contribution / active EE | $1,463 | $5,289-72.3% | $4,936-70.4% | $4,663-68.6% |
| Participant deferral / active EE | $9,114 | $8,429+8.1% | $8,071+12.9% | $6,691+36.2% |
| Admin fee / account holder | $476 | $15,050-96.8% | $13,005-96.3% | $13,402-96.4% |