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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 | $160,028-10.7% | $147,080-2.9% | $145,884-2.1% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 16.18% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $1,401 | $5,286-73.5% | $4,933-71.6% | $4,662-70.0% |
| Participant deferral / active EE | $5,263 | $8,422-37.5% | $8,066-34.8% | $6,690-21.3% |
| Admin fee / account holder | $374 | $15,030-97.5% | $12,989-97.1% | $13,392-97.2% |