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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 | $159,978-31.5% | $147,041-25.5% | $145,978-24.9% |
| Participation rate | 55.6% | 84.0%-28.5pp | 82.2%-26.6pp | 80.3%-24.7pp |
| Annual return | 11.41% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,320 | $5,288-56.1% | $4,935-53.0% | $4,662-50.2% |
| Participant deferral / active EE | $6,827 | $8,429-19.0% | $8,071-15.4% | $6,690+2.0% |
| Admin fee / account holder | $1,043 | $15,053-93.1% | $13,006-92.0% | $13,400-92.2% |