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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 | $106,865 | $160,070-33.2% | $147,117-27.4% | $145,897-26.8% |
| Participation rate | 58.3% | 84.0%-25.7pp | 82.2%-23.9pp | 80.3%-22.0pp |
| Annual return | 10.16% | 98.69%-88.5pp | 420.54%-410.4pp | 552.29%-542.1pp |
| Employer contribution / active EE | $1,369 | $5,285-74.1% | $4,932-72.3% | $4,663-70.6% |
| Participant deferral / active EE | $6,424 | $8,419-23.7% | $8,065-20.3% | $6,689-4.0% |
| Admin fee / account holder | $1,157 | $15,035-92.3% | $12,993-91.1% | $13,390-91.4% |