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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 | $113,602 | $160,070-29.0% | $147,117-22.8% | $145,897-22.1% |
| Participation rate | 28.6% | 84.0%-55.5pp | 82.2%-53.6pp | 80.3%-51.7pp |
| Annual return | 14.83% | 98.69%-83.9pp | 420.54%-405.7pp | 552.29%-537.5pp |
| Employer contribution / active EE | $2,513 | $5,285-52.4% | $4,932-49.0% | $4,663-46.1% |
| Participant deferral / active EE | $7,143 | $8,419-15.2% | $8,065-11.4% | $6,689+6.8% |
| Admin fee / account holder | $440 | $15,035-97.1% | $12,993-96.6% | $13,390-96.7% |