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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 | $125,747 | $159,978-21.4% | $147,041-14.5% | $145,978-13.9% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 11.38% | 98.36%-87.0pp | 419.21%-407.8pp | 550.52%-539.1pp |
| Employer contribution / active EE | $2,206 | $5,288-58.3% | $4,935-55.3% | $4,662-52.7% |
| Participant deferral / active EE | $4,009 | $8,429-52.4% | $8,071-50.3% | $6,690-40.1% |
| Admin fee / account holder | $467 | $15,053-96.9% | $13,006-96.4% | $13,400-96.5% |