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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 | $109,588 | $159,934-31.5% | $147,005-25.5% | $145,959-24.9% |
| Participation rate | 55.6% | 84.0%-28.4pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.41% | 98.24%-86.8pp | 418.76%-407.4pp | 561.95%-550.5pp |
| Employer contribution / active EE | $2,320 | $5,287-56.1% | $4,934-53.0% | $4,661-50.2% |
| Participant deferral / active EE | $6,827 | $8,427-19.0% | $8,070-15.4% | $6,689+2.1% |
| Admin fee / account holder | $1,043 | $15,053-93.1% | $13,006-92.0% | $13,398-92.2% |