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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 | $116,835 | $160,040-27.0% | $147,096-20.6% | $145,877-19.9% |
| Participation rate | 33.3% | 84.0%-50.7pp | 82.2%-48.8pp | 80.3%-47.0pp |
| Annual return | 12.37% | 98.49%-86.1pp | 419.75%-407.4pp | 551.28%-538.9pp |
| Employer contribution / active EE | $1,422 | $5,289-73.1% | $4,936-71.2% | $4,663-69.5% |
| Participant deferral / active EE | $6,757 | $8,429-19.8% | $8,071-16.3% | $6,691+1.0% |
| Admin fee / account holder | $592 | $15,050-96.1% | $13,005-95.4% | $13,402-95.6% |