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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 | $112,228 | $160,070-29.9% | $147,117-23.7% | $145,897-23.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.9pp | 80.3%-47.0pp |
| Annual return | 12.14% | 98.69%-86.6pp | 420.54%-408.4pp | 552.29%-540.2pp |
| Employer contribution / active EE | $1,933 | $5,285-63.4% | $4,932-60.8% | $4,663-58.5% |
| Participant deferral / active EE | $3,900 | $8,419-53.7% | $8,065-51.6% | $6,689-41.7% |
| Admin fee / account holder | $2,872 | $15,035-80.9% | $12,993-77.9% | $13,390-78.6% |