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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 | $144,584 | $159,934-9.6% | $147,005-1.6% | $145,959-0.9% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.8pp | 80.3%-22.0pp |
| Annual return | 10.74% | 98.24%-87.5pp | 418.76%-408.0pp | 561.95%-551.2pp |
| Employer contribution / active EE | $2,303 | $5,287-56.4% | $4,934-53.3% | $4,661-50.6% |
| Participant deferral / active EE | $7,154 | $8,427-15.1% | $8,070-11.4% | $6,689+7.0% |
| Admin fee / account holder | $536 | $15,053-96.4% | $13,006-95.9% | $13,398-96.0% |