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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 | $142,054 | $160,070-11.3% | $147,117-3.4% | $145,897-2.6% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 14.31% | 98.69%-84.4pp | 420.54%-406.2pp | 552.29%-538.0pp |
| Employer contribution / active EE | $1,080 | $5,285-79.6% | $4,932-78.1% | $4,663-76.8% |
| Participant deferral / active EE | $3,769 | $8,419-55.2% | $8,065-53.3% | $6,689-43.7% |
| Admin fee / account holder | $1,295 | $15,035-91.4% | $12,993-90.0% | $13,390-90.3% |