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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 | $116,826 | $160,028-27.0% | $147,080-20.6% | $145,884-19.9% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 16.17% | 98.60%-82.4pp | 420.17%-404.0pp | 551.85%-535.7pp |
| Employer contribution / active EE | $2,185 | $5,286-58.7% | $4,933-55.7% | $4,662-53.1% |
| Participant deferral / active EE | $3,097 | $8,422-63.2% | $8,066-61.6% | $6,690-53.7% |
| Admin fee / account holder | $16,842 | $15,030+12.1% | $12,989+29.7% | $13,392+25.8% |