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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 | $145,367 | $160,070-9.2% | $147,117-1.2% | $145,897-0.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 15.10% | 98.69%-83.6pp | 420.54%-405.4pp | 552.29%-537.2pp |
| Employer contribution / active EE | $4,879 | $5,285-7.7% | $4,932-1.1% | $4,663+4.6% |
| Participant deferral / active EE | $5,582 | $8,419-33.7% | $8,065-30.8% | $6,689-16.6% |
| Admin fee / account holder | $1,579 | $15,035-89.5% | $12,993-87.8% | $13,390-88.2% |