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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 | $134,241 | $160,028-16.1% | $147,080-8.7% | $145,884-8.0% |
| Participation rate | 57.1% | 84.0%-26.9pp | 82.2%-25.0pp | 80.3%-23.2pp |
| Annual return | 14.10% | 98.60%-84.5pp | 420.17%-406.1pp | 551.85%-537.7pp |
| Employer contribution / active EE | $10,748 | $5,286+103.3% | $4,933+117.9% | $4,662+130.5% |
| Participant deferral / active EE | $4,860 | $8,422-42.3% | $8,066-39.8% | $6,690-27.4% |
| Admin fee / account holder | $3,258 | $15,030-78.3% | $12,989-74.9% | $13,392-75.7% |