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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 | $113,411 | $159,978-29.1% | $147,041-22.9% | $145,978-22.3% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.1pp |
| Annual return | 12.73% | 98.36%-85.6pp | 419.21%-406.5pp | 550.52%-537.8pp |
| Employer contribution / active EE | $3,240 | $5,288-38.7% | $4,935-34.3% | $4,662-30.5% |
| Participant deferral / active EE | $4,493 | $8,429-46.7% | $8,071-44.3% | $6,690-32.8% |
| Admin fee / account holder | $2,452 | $15,053-83.7% | $13,006-81.1% | $13,400-81.7% |