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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 | $101,505 | $159,934-36.5% | $147,005-31.0% | $145,959-30.5% |
| Participation rate | 46.7% | 84.0%-37.3pp | 82.2%-35.5pp | 80.3%-33.6pp |
| Annual return | 13.04% | 98.24%-85.2pp | 418.76%-405.7pp | 561.95%-548.9pp |
| Employer contribution / active EE | $2,402 | $5,287-54.6% | $4,934-51.3% | $4,661-48.5% |
| Participant deferral / active EE | $5,563 | $8,427-34.0% | $8,070-31.1% | $6,689-16.8% |
| Admin fee / account holder | $1,100 | $15,053-92.7% | $13,006-91.5% | $13,398-91.8% |