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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 | $141,364 | $159,934-11.6% | $147,005-3.8% | $145,959-3.1% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 10.17% | 98.24%-88.1pp | 418.76%-408.6pp | 561.95%-551.8pp |
| Employer contribution / active EE | $3,073 | $5,287-41.9% | $4,934-37.7% | $4,661-34.1% |
| Participant deferral / active EE | $7,500 | $8,427-11.0% | $8,070-7.1% | $6,689+12.1% |
| Admin fee / account holder | $1,534 | $15,053-89.8% | $13,006-88.2% | $13,398-88.6% |