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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 | $133,572 | $160,070-16.6% | $147,117-9.2% | $145,897-8.4% |
| Participation rate | 40.0% | 84.0%-44.0pp | 82.2%-42.2pp | 80.3%-40.3pp |
| Annual return | 19.39% | 98.69%-79.3pp | 420.54%-401.1pp | 552.29%-532.9pp |
| Employer contribution / active EE | $4,481 | $5,285-15.2% | $4,932-9.2% | $4,663-3.9% |
| Participant deferral / active EE | $6,814 | $8,419-19.1% | $8,065-15.5% | $6,689+1.9% |
| Admin fee / account holder | $13,951 | $15,035-7.2% | $12,993+7.4% | $13,390+4.2% |