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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 | $137,150 | $160,040-14.3% | $147,096-6.8% | $145,877-6.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.23% | 98.49%-85.3pp | 419.75%-406.5pp | 551.28%-538.1pp |
| Employer contribution / active EE | $1,986 | $5,289-62.5% | $4,936-59.8% | $4,663-57.4% |
| Participant deferral / active EE | $7,602 | $8,429-9.8% | $8,071-5.8% | $6,691+13.6% |
| Admin fee / account holder | $7,624 | $15,050-49.3% | $13,005-41.4% | $13,402-43.1% |