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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 | $160,070-27.4% | $147,117-21.0% | $145,897-20.3% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 16.65% | 98.69%-82.0pp | 420.54%-403.9pp | 552.29%-535.6pp |
| Employer contribution / active EE | $2,967 | $5,285-43.9% | $4,932-39.8% | $4,663-36.4% |
| Participant deferral / active EE | $6,926 | $8,419-17.7% | $8,065-14.1% | $6,689+3.5% |
| Admin fee / account holder | $10,054 | $15,035-33.1% | $12,993-22.6% | $13,390-24.9% |