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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 | $92,881 | $159,978-41.9% | $147,041-36.8% | $145,978-36.4% |
| Participation rate | 68.8% | 84.0%-15.3pp | 82.2%-13.4pp | 80.3%-11.5pp |
| Annual return | 13.52% | 98.36%-84.8pp | 419.21%-405.7pp | 550.52%-537.0pp |
| Employer contribution / active EE | $3,698 | $5,288-30.1% | $4,935-25.1% | $4,662-20.7% |
| Participant deferral / active EE | $3,948 | $8,429-53.2% | $8,071-51.1% | $6,690-41.0% |
| Admin fee / account holder | $4,906 | $15,053-67.4% | $13,006-62.3% | $13,400-63.4% |