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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 | $98,737 | $159,978-38.3% | $147,041-32.9% | $145,978-32.4% |
| Participation rate | 61.5% | 84.0%-22.5pp | 82.2%-20.6pp | 80.3%-18.8pp |
| Annual return | 10.13% | 98.36%-88.2pp | 419.21%-409.1pp | 550.52%-540.4pp |
| Employer contribution / active EE | $1,204 | $5,288-77.2% | $4,935-75.6% | $4,662-74.2% |
| Participant deferral / active EE | $4,926 | $8,429-41.6% | $8,071-39.0% | $6,690-26.4% |
| Admin fee / account holder | $2,146 | $15,053-85.7% | $13,006-83.5% | $13,400-84.0% |