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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 | $101,035 | $159,978-36.8% | $147,041-31.3% | $145,978-30.8% |
| Participation rate | 42.9% | 84.0%-41.1pp | 82.2%-39.3pp | 80.3%-37.4pp |
| Annual return | 10.34% | 98.36%-88.0pp | 419.21%-408.9pp | 550.52%-540.2pp |
| Employer contribution / active EE | $1,825 | $5,288-65.5% | $4,935-63.0% | $4,662-60.9% |
| Participant deferral / active EE | $6,136 | $8,429-27.2% | $8,071-24.0% | $6,690-8.3% |
| Admin fee / account holder | $1,047 | $15,053-93.0% | $13,006-92.0% | $13,400-92.2% |