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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 | $93,026 | $159,978-41.9% | $147,041-36.7% | $145,978-36.3% |
| Participation rate | 60.9% | 84.0%-23.1pp | 82.2%-21.3pp | 80.3%-19.4pp |
| Annual return | 37.11% | 98.36%-61.3pp | 419.21%-382.1pp | 550.52%-513.4pp |
| Employer contribution / active EE | $2,807 | $5,288-46.9% | $4,935-43.1% | $4,662-39.8% |
| Participant deferral / active EE | $5,701 | $8,429-32.4% | $8,071-29.4% | $6,690-14.8% |
| Admin fee / account holder | $1,254 | $15,053-91.7% | $13,006-90.4% | $13,400-90.6% |