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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 | $159,934-24.0% | $147,005-17.3% | $145,959-16.7% |
| Participation rate | 41.7% | 84.0%-42.3pp | 82.2%-40.5pp | 80.3%-38.6pp |
| Annual return | 16.35% | 98.24%-81.9pp | 418.76%-402.4pp | 561.95%-545.6pp |
| Employer contribution / active EE | $1,463 | $5,287-72.3% | $4,934-70.3% | $4,661-68.6% |
| Participant deferral / active EE | $9,114 | $8,427+8.2% | $8,070+12.9% | $6,689+36.3% |
| Admin fee / account holder | $476 | $15,053-96.8% | $13,006-96.3% | $13,398-96.4% |