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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 | $113,243 | $159,978-29.2% | $147,041-23.0% | $145,978-22.4% |
| Participation rate | 45.0% | 84.0%-39.0pp | 82.2%-37.2pp | 80.3%-35.3pp |
| Annual return | 13.91% | 98.36%-84.4pp | 419.21%-405.3pp | 550.52%-536.6pp |
| Employer contribution / active EE | $3,014 | $5,288-43.0% | $4,935-38.9% | $4,662-35.4% |
| Participant deferral / active EE | $7,939 | $8,429-5.8% | $8,071-1.6% | $6,690+18.7% |
| Admin fee / account holder | $6,126 | $15,053-59.3% | $13,006-52.9% | $13,400-54.3% |