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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 | $113,348 | $160,070-29.2% | $147,117-23.0% | $145,897-22.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 17.99% | 98.69%-80.7pp | 420.54%-402.5pp | 552.29%-534.3pp |
| Employer contribution / active EE | $4,701 | $5,285-11.0% | $4,932-4.7% | $4,663+0.8% |
| Participant deferral / active EE | $10,228 | $8,419+21.5% | $8,065+26.8% | $6,689+52.9% |
| Admin fee / account holder | $11,278 | $15,035-25.0% | $12,993-13.2% | $13,390-15.8% |