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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 | $139,049 | $160,070-13.1% | $147,117-5.5% | $145,897-4.7% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 14.73% | 98.69%-84.0pp | 420.54%-405.8pp | 552.29%-537.6pp |
| Employer contribution / active EE | $3,763 | $5,285-28.8% | $4,932-23.7% | $4,663-19.3% |
| Participant deferral / active EE | $12,122 | $8,419+44.0% | $8,065+50.3% | $6,689+81.2% |
| Admin fee / account holder | $5,922 | $15,035-60.6% | $12,993-54.4% | $13,390-55.8% |