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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 | $83,939 | $159,934-47.5% | $147,005-42.9% | $145,959-42.5% |
| Participation rate | 66.7% | 84.0%-17.3pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 13.54% | 98.24%-84.7pp | 418.76%-405.2pp | 561.95%-548.4pp |
| Employer contribution / active EE | $2,187 | $5,287-58.6% | $4,934-55.7% | $4,661-53.1% |
| Participant deferral / active EE | $6,988 | $8,427-17.1% | $8,070-13.4% | $6,689+4.5% |
| Admin fee / account holder | $332 | $15,053-97.8% | $13,006-97.4% | $13,398-97.5% |