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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 | $160,028-14.3% | $147,080-6.8% | $145,884-6.0% |
| Participation rate | 50.0% | 84.0%-34.0pp | 82.2%-32.2pp | 80.3%-30.3pp |
| Annual return | 13.23% | 98.60%-85.4pp | 420.17%-406.9pp | 551.85%-538.6pp |
| Employer contribution / active EE | $1,986 | $5,286-62.4% | $4,933-59.7% | $4,662-57.4% |
| Participant deferral / active EE | $7,602 | $8,422-9.7% | $8,066-5.8% | $6,690+13.6% |
| Admin fee / account holder | $7,624 | $15,030-49.3% | $12,989-41.3% | $13,392-43.1% |