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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 | $91,953 | $160,070-42.6% | $147,117-37.5% | $145,897-37.0% |
| Participation rate | 66.7% | 84.0%-17.4pp | 82.2%-15.5pp | 80.3%-13.6pp |
| Annual return | 11.15% | 98.69%-87.5pp | 420.54%-409.4pp | 552.29%-541.1pp |
| Employer contribution / active EE | $3,945 | $5,285-25.3% | $4,932-20.0% | $4,663-15.4% |
| Participant deferral / active EE | $10,376 | $8,419+23.2% | $8,065+28.7% | $6,689+55.1% |
| Admin fee / account holder | $1,347 | $15,035-91.0% | $12,993-89.6% | $13,390-89.9% |