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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 | $160,070-9.7% | $147,117-1.7% | $145,897-0.9% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.74% | 98.69%-87.9pp | 420.54%-409.8pp | 552.29%-541.5pp |
| Employer contribution / active EE | $2,303 | $5,285-56.4% | $4,932-53.3% | $4,663-50.6% |
| Participant deferral / active EE | $7,154 | $8,419-15.0% | $8,065-11.3% | $6,689+6.9% |
| Admin fee / account holder | $536 | $15,035-96.4% | $12,993-95.9% | $13,390-96.0% |