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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 | $118,237 | $160,070-26.1% | $147,117-19.6% | $145,897-19.0% |
| Participation rate | 60.0% | 84.0%-24.0pp | 82.2%-22.2pp | 80.3%-20.3pp |
| Annual return | 13.41% | 98.69%-85.3pp | 420.54%-407.1pp | 552.29%-538.9pp |
| Employer contribution / active EE | $4,377 | $5,285-17.2% | $4,932-11.3% | $4,663-6.1% |
| Participant deferral / active EE | $8,008 | $8,419-4.9% | $8,065-0.7% | $6,689+19.7% |
| Admin fee / account holder | $4,856 | $15,035-67.7% | $12,993-62.6% | $13,390-63.7% |