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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 | $129,825 | $160,028-18.9% | $147,080-11.7% | $145,884-11.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 14.92% | 98.60%-83.7pp | 420.17%-405.2pp | 551.85%-536.9pp |
| Employer contribution / active EE | $1,855 | $5,286-64.9% | $4,933-62.4% | $4,662-60.2% |
| Participant deferral / active EE | $11,892 | $8,422+41.2% | $8,066+47.4% | $6,690+77.8% |
| Admin fee / account holder | $9,358 | $15,030-37.7% | $12,989-28.0% | $13,392-30.1% |