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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 | $116,212 | $160,040-27.4% | $147,096-21.0% | $145,877-20.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.65% | 98.49%-81.8pp | 419.75%-403.1pp | 551.28%-534.6pp |
| Employer contribution / active EE | $2,967 | $5,289-43.9% | $4,936-39.9% | $4,663-36.4% |
| Participant deferral / active EE | $6,926 | $8,429-17.8% | $8,071-14.2% | $6,691+3.5% |
| Admin fee / account holder | $10,054 | $15,050-33.2% | $13,005-22.7% | $13,402-25.0% |