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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 | $125,491 | $160,028-21.6% | $147,080-14.7% | $145,884-14.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 10.58% | 98.60%-88.0pp | 420.17%-409.6pp | 551.85%-541.3pp |
| Employer contribution / active EE | $12,952 | $5,286+145.0% | $4,933+162.5% | $4,662+177.8% |
| Participant deferral / active EE | $2,743 | $8,422-67.4% | $8,066-66.0% | $6,690-59.0% |
| Admin fee / account holder | $1,197 | $15,030-92.0% | $12,989-90.8% | $13,392-91.1% |