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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 | $142,857 | $159,934-10.7% | $147,005-2.8% | $145,959-2.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.18% | 98.24%-82.1pp | 418.76%-402.6pp | 561.95%-545.8pp |
| Employer contribution / active EE | $1,401 | $5,287-73.5% | $4,934-71.6% | $4,661-69.9% |
| Participant deferral / active EE | $5,263 | $8,427-37.5% | $8,070-34.8% | $6,689-21.3% |
| Admin fee / account holder | $374 | $15,053-97.5% | $13,006-97.1% | $13,398-97.2% |