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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 | $134,482 | $159,978-15.9% | $147,041-8.5% | $145,978-7.9% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 11.54% | 98.36%-86.8pp | 419.21%-407.7pp | 550.52%-539.0pp |
| Employer contribution / active EE | $1,354 | $5,288-74.4% | $4,935-72.6% | $4,662-70.9% |
| Participant deferral / active EE | $5,253 | $8,429-37.7% | $8,071-34.9% | $6,690-21.5% |
| Admin fee / account holder | $1,249 | $15,053-91.7% | $13,006-90.4% | $13,400-90.7% |